It's more than just having a will - it's about protecting your hard earned assets in any situation.

A tailored estate plan doesn't just cover what happens if you die, but also other situations such as if you are temporarily or permanently incapable of managing your affairs.

We ensure that the next generation isn't left with burdens to deal with and that no matter the situation, your business will still operate and flourish, with or without you.

 

We deliver...

Business Advisory Services - Accountability

Critical Events Plan - an action plan that covers what needs to be done in order of priority and who to contact, when the situation arises.

Estate Planning - Structure ReviewStructure review + set-up - we undertake a total review of existing structures, checking they are fit for purpose. If not, establish new structures to meet the purposes of the estate. We’ll also prevent inappropriate  control over your assets and check any binding nominations in super and insurance policies.

 

Estate and Succession PlanningSuccession plans + exit strategies - we can help you create and implement the necessary strategies to future proof your business.

Estate Planning - VaultSecure online storage - your most important documents will be stored in a highly secure vault.

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