About 33seven

33seven is a wealth creation boutique that specializes in insurance solutions that propel and preserve wealth for the affluent. Our bespoke, balanced approach and proprietary Financial Sequencing Solution™ is designed to enrich your current wealth and actualize a prosperous future for generations. 

With access to industry-leading private wealth managers and financial services companies, we offer the freedom to chart a personalized affluence enrichment course that will transform your wealth into a legacy.

 
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RISK
MITIGATION

Life Insurance
Critical Illness Insurance
Disability Insurance

ASSET
CREATION

Private Equity
Private Placements
Private Real Estate

SUCCESSION &
ESTATE PLANNING

Holistic Financial Planning
Education Trusts
Corporate Asset Structuring

 

the 33seven process

It starts with you

Determining your unique needs and understanding how you work, think and live is the very backbone of our process.

Aligning you with a team of experts that are best suited to you ensures the solutions we provide are tailored to your needs.

Assessing your financial goals. We start with a 7 - point diagnostic survey. The most thorough assessment in the industry. 

Understanding your long term objectives, we then sequence a bespoke financial model that balances risk, tax, and liquidity by equally dividing your active income into three asset allocation streams:

 
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ASSURED ASSETS

Calculated results

The Assured Assets allocation stream, comprised of Life Insurance and Executive Health Savings Plans (EHSPs), is incredibly tax efficient and designed to strip corporate retained earnings – thereby mitigating risk and reducing volatility, while ensuring a smooth, consistent return.

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Active Income: 33%
Average Return: 7%
Volatility: 1.1%

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MANAGED ASSETS

Stability where it counts

Composed of a diversified range of managed funds, the Managed Assets allocation stream offers liquidity, while minimizing tax and risk. Whereas market gyrations dictate an average volatility rate of over 15%, our Financial Sequencing Solution™ reduces volatility to a mere 1.3%.

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Active Income: 33%
Average Return: 7%
Volatility: 1.3%

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PROPERTY ASSETS

Strength in balance

Property assets play a vital role in your
long-term financial growth. We incorporate your real estate holdings, including synthetic REIT’s, as well as Lending & Physical Properties, into the bigger picture –
devising a plan to diminish risk and tax,
whilst optimizing liquidity.

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Active Income: 33%
Average Return: 7%
Volatility: 1.2%


 

Through constant stewardship we will guide you as your needs evolve.

 
 

OUR CLIENTS

 

ENTREPRENEURS & BUSINESS OWNERS:

Growing your business by connecting you to our network
Succession Planning
Mitigating Risk through insurance solutions

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DOCTORS, DENTISTS & Lawyers :

Deep understanding of the nuances of professional corporations
Tax mitigation for professional corporations
Asset creation tailor made for professional corporations

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YOUNG PROFESSIONALS:

Risk mitigation
Family protection plans
Starting the wealth creation journey

 

33seven Lifestyle

We align ourselves with clients and strategic partners that are known as the progressive, big-thinkers in their respective industries.

As part of our commitment to continuous growth, we have developed an exclusive series of events that focuses on connecting those like-minded individuals. By nurturing and growing an ecosystem of thought leadership it allows us to build together towards new heights. 

We have developed outstanding relationships with some of the best lifestyle management and hospitality services in the country, so you can trust us with all of your planning needs. 

 
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WHERE WILL YOUR
WEALTH TAKE YOU?

 
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