The Right Money, in the Right Hands, at the Right Time.
Now or sometime in the future, wouldn't you rather be prepared with the right information and the correct advice to ensure your estate and your loved ones are taken care of as per your intentions and wishes
Unfortunately this is an activity often left unaddressed with major implications to asset divestment and family entitlement.
Please click here to receive your free brochure "What is Estate Planning".
In conjunction with our dedicated advisory team and our alliance partners (legal & accountancy advisers), we can assist in meeting your specific requirements.
click here to find out more about our advisory services.
Our process
We offer:
- Estate planning solutions: a core estate planning package including wills & testamentary trusts.
- Estate administration: a completely separate estate and trust administration service which allows you to appoint experienced professionals to manage and administer estate and trust assets, and minimise the risks associated with acting personally in the fiduciary role of an executor or trustee.
- Business succession: our offer entails insurance funded buy-sell package (with policy ownership either self or superannuation owned), and debt reduction agreements.