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Executive Share Schemes

Brett Cribb and James Marshall are experienced financial planners and executive share scheme (ESS) strategists providing share vesting advice, administration and management support.

While share options and employee share schemes can hold significant wealth benefits for mining and resources executives, they are not without risks. Executive share scheme participants require continuous and diligent administration, an understanding of the taxation implications and advice for making the most of their remuneration and ESS wealth opportunities.

Executive share scheme insights and advice about the implications of a range of complex considerations relating to executive remuneration packages.  Includes advice on vesting, retained shares and the implementation (including taxation reporting) of advice.

  • Understanding Australian and international tax strategic implications
  • Provision of tax information to your Australian and foreign taxation advisers to ensure compliance
  • Reconstructing existing and historical employee share scheme information to understand after-tax consequences and apply to financial planning/tax strategies
  • Maintaining a long-term cost-base record for shares retained to meet income tax and capital gains (CGT) obligations
  • Obtaining and retaining scheme information, including plan rules, grant and vesting information
  • Ensuring compliance with company policies including trading blackout periods and permission to trade requests

we are

Employee Share Scheme Specialists

We are employee share scheme strategists advising high earning individuals and business leaders in mining and resources.

Brett Cribb

With more than 20 years experience in mining and resources, and 11 in underground mining including four as underground mining manager, Brett is well qualified to coordinate integrated financial and business advice for executives, professionals and business owners in these sectors.

James Marshall

James is a highly qualified, award-winning Financial Planner and Executive Share Scheme (ESS) strategist advising executives, professionals, business owners and expatriates predominantly in mining and resources but also in health, biotech, pharmaceuticals, technology and construction, ASX listed companies.

Craig Barry

Craig has worked with mining and resources professionals and executives for his entire professional life. Dedicated, trustworthy and open to exploring new concepts, Craig communicates effortlessly with clients and peers who call upon him to interpret complex tax laws and government mandates.

Why choose us

Employee Share Scheme Specialists

Many resource executives work in pressurised and demanding environment, and by their own admission, do not have the time to make cogent financial decisions about their future and the implications for their Executive Share Schemes. We offer specialised assistance and fully coordinated services for mining and resources executives for options and shares, as part of their in-house financial planning capability.



A decade of collaborative experience



Experience in mining and resources

Not sure where to start?

Request a free 20-minute consultation with one of our experts!