leaving a legacy

Peace of mind is a great thing.

Wouldn’t you rest a lot easier knowing that no matter what happens, your family and the people important to you are looked after.

Planning for the distribution of your assets and your estate is a complex but necessary component of your overall financial wellbeing.

A comprehensive estate plan consists of many elements – including tax structures, trusts etc – but is essentially ensuring the right people get the right things in a timely manner.

Talk to us, and our partner Lawyers, and together we can help you work out what is the best way to get what you want, to who you want, with minimal loss and time delay.

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WE CAN HELP GET MORE OUT OF YOUR estate plan

WHAT’S OUR PROCESS?

Free Initial Consultation

Free consultation at a location of your choice. Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.

Research

Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.

Strategy

Here we will identify and evaluate alternative strategies based on achieving your goals, and confirm their suitability for your needs.

advice

We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.

implementation

Simple – this step is putting the plan into action.

review

We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.