Wealth Development and Redundancy
Executives and Senior Managers
EKB Financial Advisers works with senior executives, C-suite leaders, and high-earning professionals navigating the financial complexities of corporate leadership. High incomes, executive remuneration packages, and corporate restructures create significant opportunities, but without precise structuring, they also create substantial tax exposures.
Senior leaders often lack the time to actively manage their personal balance sheet while running a demanding division or business. Our role is to ease the pressure by implementing your financial strategy, ensuring your executive compensation, superannuation, and personal investments work together efficiently.
Executive Wealth & Remuneration Strategy
When advising high-income executives, we focus on maximising after-tax wealth and structuring capital outside of your primary salary:
- How do I structure employee share schemes, bonuses, and equity incentives effectively?
- What strategies can manage high-income superannuation tax and maximise concessional and non-concessional contribution caps?
- How should surplus cash flow be invested across personal portfolios, family trusts, or debt reduction?
- How do I protect my income and accumulated wealth against unforeseen personal or professional risks?
Navigating Corporate Restructures & Redundancy
Executive-level redundancies and contract transitions can involve complexities. We provide clear strategic modelling before you sign off on a package by determining:
- How is your executive termination or redundancy payment taxed, and how can we structure it to retain maximum capital?
- What opportunities exist to contribute redundancy payouts into superannuation or an SMSF?
- Does this payout allow you to step back from corporate life permanently, or transition into non-executive board and consulting roles?
How We Advise
We deliver personal, strategic advice tailored to your exact remuneration structure and long-term objectives. Rather than offering generic projections, we build a coordinated framework that connects your superannuation, investment portfolio, and tax strategy. Led by a specialist adviser who is a Certified Financial Planner (CFP®) , accredited SMSF Specialist (SSA®) who holds three Master's degrees in finance and business, our practice provides the specialist expertise required to manage high-income complexities.
Through ongoing reviews, we actively manage your portfolio and adapt your strategy as your career, legislation, and market conditions evolve.
At EKB Financial Advisers, we focus on long-term continuity and personal accountability, helping corporate executives protect and grow their wealth with confidence.
