Our areas of expertise

Estate planning.

Regardless of your age, once you start to own assets or have dependents, you need to be concerned about what happens to your estate.

An effective estate plan includes tax effective Wills to protect your estate and the interests of your beneficiaries in the event of your death.

Areas to consider include Wills, Superannuation, Testamentary Trusts, Enduring Power of Attorney/Guardianships, which we can help explain how they work and whether they are applicable for your situation (we are not solicitors and you do need to seek the advice of a legal practitioner - we can project manage this process and have a strategic partner in place to facilitate and provide expert advice).