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At Pegasus, we understand that above all else our clients want a clear and well-developed financial strategy for advanced asset acquisition and tax minimisation through ATO approved investment vehicles.
We believe that technical excellence is the foundation of quality advice. This is fundamental to our clients achieving both business and personal financial objectives efficiently and cost effectively.
Quite simply, our commitment is to provide an unsurpassed private client advisory service, through the utilisation of specialist independent experts in the following fields;
- Financial Strategy Development and Implementation
- Asset Holding Vehicle Development and Compliance Management
- Taxation Strategy and Structuring
- Finance Origination and Securitisation
- Equities Profiling and Wholesale Placement
- Property Syndication and Development Analysis
- Asset Class and Investment Analysis
- Private Client Division - Investment Vehicle Development
- Legal & Accounting Compliance
- Corporate Governance
The Pegasus model delivers a wealth of experience, spanning over 85 years across the legal, accounting, finance and investment disciplines. This means that we can quickly identify the key investment, taxation, strategic and legislative development issues to develop solutions which are commercially effective and legislatively viable.
The co-ordination and management of these key financial disciplines is pivotal to the integration of our clients evolving financial management objectives. Market fluctuations are inevitable and require re-evaluation. In engineering our strategies we intimately understand these market forces and ensure our private clients are placed at the forefront of investment opportunities as they develop.
The Pegasus philosophy is to provide our clients with ultimate decision making control and total flexibility in determining their investment and financial requirements. Our experts partner with each private client to deliver a specifically designed financial strategy tailored to their precise individual circumstances and financial objectives.
Above all, our commitment to the provision of unbiased advice, delivering superior definable results to our private clients, continues to reinforce our reputation as market leaders.
The Pegasus Trust – ABN 74 595 259 605
Level 29 The Chifley Tower, 2 Chifley Square, Sydney NSW, 2000 Australia
Phone: (02) 9375 2296 – Fax: (02) 9375 2121 – Mob: 0413 091 458
strategy@pegasuscapital.com.au
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