Services of The Griffin Group*
Our team’s comprehensive wealth transformation includes:
- Expert, complete financial and retirement planning and management advice
- Access to the very best professional money management through The Macquarie Integrated Managed Account (IMA)
- Tax minimization
- Comprehensive insurance† services — life, critical illness, disability, long-term care
- Personal, corporate, and commercial account services
- Estate and succession planning advice
- Charitable giving and personal legacy planning advice
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.
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