We consider the design, implementation and administration of an effective estate plan to be the cornerstone of your financial world. From simple wills to complex estate needs our team of specialist advisers can devise a strategy for you that caters to your situation. Beginning your plan like you mean to end is a statement we take seriously.
All clients are offered a full review of their estate planning requirements to ensure their intended wishes can be carried out in the most effective manner. This review includes business structures, superannuation policies, asset ownership and extended family arrangements. We have strong industry relationships with leading Estate Planning law firms to assist you with drafting your plan. There is no estate too small to leave this area to chance.