Protect your legacy and provide your family with confidence. We specialise in estate planning as a way to mitigate potential future conflict and uncertainty, maximise tax benefits, and set your loved ones up for success. It's estimated that 70% of families will lose their wealth by the second generation, and 90% will lose it by the third. Wills and estate planning helps your hard-earned legacy live on.
We understand no ones likes to talk about death, which is why we've cultivated an approach that's equal parts compassionate and pragmatic. We work with you alongside your financial advisor, accountant, business consultant and finance broker to establish a strategy that covers all your bases. Our processes are streamlined so that you can get back to living life sooner.
For families who are grappling with the death of a loved one, we're here to help you manage their estate and will guide you through the Power of Attorney processes and obligations. Where a will has been made, but is considered unfair, we will advise you on your legal rights, and facilitate any reasonable claim.
