Private Wealth Advisory Services
Your partners for taxation, asset protection, SMSF, estate planning, and succession solutions
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Our business is dedicated to help protecting and growing your assets. Cordner Advisory prides itself on delivering the very best asset protection, taxation, SMSF, estate planning and succession solutions
We are focussed on securing and growing assets. When is the appropriate time to start the planning process?
The answer is simple – now!
Before you have a structuring problem. Before you have a tax problem. Before you have a retirement affordability problem. Before you have a health problem. Before...
Structuring is a key element for wealth creation, tax planning and asset protection. Cordner Advisory help you grow and protect your wealth by structuring your affairs in a practical and tailored manner.
Switching assets from one structure to another can be onerous and costly, therefore ensuring the asset in the right structure at the outset is of critical importance. This includes your family home and other personal assets, your business assets, intellectual property, investment assets, your business itself and so on. Self-Managed Superannuation Funds are an important vehicle to grow your wealth in a tax effective way - strategy and compliance of SMSFs is vital to the overall of success of your SMSF and we work closely with you to achieve the best outcomes for your SMSF. In order to minimise your tax we recommend structures that you can put in place that are the most tax effective for your individual tailored circumstances, why pay more tax than what is legislated?
Trusted Private Wealth Advisory on the Gold Coast
Cordner Advisory is a trusted partner for private clients who want more than a compliance relationship. We work with individuals and families to protect, grow and transition wealth, with the kind of senior-level attention that usually gets reserved for the biggest clients.
Whether you're managing a business sale, structuring an investment portfolio, planning for the next generation, or simply trying to get clarity on your financial position, our team gives you direct access to senior advisors who understand the full picture.
Our approach is proactive and personal. We reduce complexity, keep you across what matters, and make sure your wealth works as hard as you do.
Our Private Wealth Advisory Services
We can help you with…
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Trust, company and family partnership structures tailored to your situation, designed to protect assets and minimise tax over the long term.
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Independent advice on portfolio construction, asset allocation, and investment strategy, without product commissions or conflicted interests.
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Getting assets to the right people, the right way, at the right time, with minimal tax and maximum clarity for your family.
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Preparing your business for sale or succession, from structuring and valuation through to settlement and post-exit wealth management.
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Setting up, managing and optimising self-managed super funds, from investment strategy and contribution planning through to audit compliance.
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Consolidated reporting, advisor coordination, cash flow management and strategic oversight, everything a family office does, scaled to your needs.
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Personal tax planning and compliance for high-income earners and business owners, including investment properties, trusts and international holdings.
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Structuring charitable giving in a way that's tax-effective and aligned with your values, including private ancillary funds and family foundations.
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Reviewing personal and business risk coverage to ensure your wealth, income and family are protected against events that can undo years of work.
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Structuring debt intelligently across personal and investment assets, so your borrowing supports long-term wealth, not short-term needs.
About Cordner Advisory
Support at Every Stage of Your Wealth Journey
Gold Coast advisors at Cordner Advisory provide strategic and practical support across every stage of your financial life, from accumulation through retirement and beyond.
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Building income, acquiring assets and putting the right structures in place, so you're not paying more tax than necessary while you grow.
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You've built something worth protecting. We help you structure it properly, stress-test it, and insulate it from personal and business risk.
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Whether you're stepping back from the business or transitioning wealth to the next generation, we make sure the plan is clear and the execution is clean.
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Making your assets work in retirement, managing drawdowns, and leaving a legacy that reflects what matters to you, without the estate headaches.
Your Private Wealth Advisory Team
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Tony Cordner
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Jason Cordner
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Jarrad Young
Common Private Advisory Questions
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Private advisory goes beyond product recommendations. It covers wealth structuring, tax strategy, estate planning and investment oversight, usually with a small number of clients who get direct access to senior advisors, not account managers.
Get in touch to discuss how we can support you. -
There's no hard threshold, but our private wealth advisory service is best suited to individuals or families with $1M+ in assets, or business owners approaching a significant event like a sale, restructure or succession.
Book a conversation and we'll tell you straight whether we're the right fit.
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That's actually one of the most valuable things we do. We act as the central point of coordination across your advisory team, so advice doesn't fall through the gaps between professionals.
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Trusts aren't right for everyone, but for business owners and investors they're one of the most effective tools for distributing income, protecting assets and planning for succession. Discretionary, unit, testamentary, the type that suits you depends on what you're trying to achieve.
Talk to us about whether a trust belongs in your structure.
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A will deals with assets you own personally at death. An estate plan covers everything, including assets held in trusts, super, companies and jointly owned property, most of which a will can't actually touch. For most private clients, a will alone leaves significant gaps.
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