There are only 2 certainties in life, death and taxes.


Planning Your Estate

Whilst we can only assist you with one of these we can still ensure that your legacy is dealt with in accordance with your wishes and good estate planning starts today!

In conjunction with our network of legal and financial advisers we work to ensure that everything you have worked for all your life is not only preserved but lives on for the benefit of your loved ones.

Robust estate planning covers various aspects including:

Ensuring your estate wishes cannot be challenged

The use of testamentary trusts to protect your assets left to your children

Discuss family trusts and what assets forms part of a person’s estate

Business succession planning

Consider binding death nominations for superannuation funds