Our specialisations

Executive Share Schemes (ESS)

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The complexity associated with Executives Share Schemes (ESS) is commonly underestimated.

We advise mining and resources executives working in Australia and overseas to harness the full benefits of your share schemes.

ESS offer many benefits, however it requires conscious management to make the most of personal wealth opportunities while closely managing inherent tax implications.

We recognise that mining and resources executives are often time poor and unable to proactively monitor and manage their ESS and share vesting obligations.  It’s for this reason we offer specialised advice and fully coordinated ESS services for making the most of personal wealth from your company awarded shares.

For more details and to learn more, we have prepared a strategy paper that you can download here.

Five Key Financial Matters for Mining & Resources Professionals

In this strategy paper, James Marshall from Status Financial Group outlines five of the key matters that demand the close attention of professionals in the mining and resources sectors when it comes to sound financial planning.

Download Here

What You Need To Know About Executive Share Schemes

Prepared for mining and resources executives and employees who have an Executive Share Scheme (ESS) as part of their salary package, this document provides an insight into the nature of ESS.

Download Here