Range of Services Table
Services | Garnaut | Accountant | Lawyer | Financial Planner | Stock Broker | Private Bank |
|---|---|---|---|---|---|---|
Investments | ✓ | X | X | ✓ | ✓ | X |
Cash Management Account | ✓ | X | X | ✓ | X | ✓ |
Balance Sheet Analysis | ✓ | ✓ | X | ✓ | X | X |
Asset Allocation | ✓ | X | X | ✓ | X | ✓ |
Cash Flow Management | ✓ | ✓ | X | X | ✓ | X |
Taxation | ✓ | ✓ | X | X | X | ✓ |
Custody/Reporting | ✓ | X | ✓ | ✓ | ✓ | X |
Personal Services | ✓ | X | ✓ | X | ✓ | ✓ |
Estate Planning | ✓ | ✓ | ✓ | X | ✓ | X |