Approach to Advice given:

The underlying theme to Gerald's approach to financial advising is to help clients decide how they want to spend the rest of their lives, to agree planning assumptions related to the likely cost of that lifestyle and then to help them prepare a plan which, when implemented, will make the best use of their resources towards the achievement of their objectives. Typically, this involves helping them with investment planning, tax minimisation and risk management. The specific investments chosen is given less importance in order to take account of client preferences.

Background information for Gerald Vats, Director

Gerald Vats is a Director in the Tax/Business Services Division of the Vats Advisory practice in Melbourne. Gerald specialises in various aspects of taxation including corporate taxation. He has been advising and assisting businesses ranging in size and complexity from large global corporations to smaller entities including professionals focussing on medical and legal practitioners. Gerald is a Chartered Accountant. He has completed a Master of Commerce from Deakin University. a Master of Practising Accounting from Monash University and a Master of Taxation from The University of Melbourne. Gerald has also completed a Certificate in Management from the Harvard Business School. Gerald ‘s expertise as a taxation and business adviser is highly regarded by clients and peers alike. His ability to interpret and apply complex tax laws in a practical manner taking into account the commercial imperatives is widely respected. Gerald strong technical and professional skills are supported by his role in a Big 4 and previous roles in large global corporations at strategic management level.