Private Client, Estates & Life Planning
Dreaming of ... all your AFFAIRS being in order
If an unexpected event happens to us, due to illness or accident, we want to ensure our family are left in the best position possible. We pride ourselves on providing quality advice that considers your BIG PICTURE when discussing your future plans with you.
We listen to you to gain a clear understanding of your current situation and how you want to protect your family when you are no longer able to.
Whether you are looking to protect your assets and wealth or plan for an unexpected future illness or accident that changes your life plans our team can help you.
Our services include:
- Asset protection & succession planning
- Establishment, administration and review of Family Trusts
- Preparation and advice relating to Wills and Enduring Powers of Attorney
- Assisting Executors in the administration of an Estate
- Documentation to live in a Retirement/Lifestyle Village
- Rest Home Subsidy Applications
