Client Criteria

Candor Financial Management’s research has shown that there are wealthy and successful individuals and families who could benefit having a Private CFO to collaboratively manage their financial affairs. Typically these individuals and families are involved in managing a private or public business which is generally their core asset. They are without exception time poor.

Candor Financial Management decided that this niche market needed high quality advice and service and would be happy to share their Private CFO with a small group of like people. To ensure that the services provided are relevant and valued on an enduring basis, Candor Financial Management devised the following criteria for prospective clients:

  • Display compatible principles and values similar to Candor Financial Management
  • Be a wholesale client as defined in the Corporations Act 2001
  • Gross Assets and Liabilities in excess of A$20m