Enjoy your life, enjoy your future.

We understand that our clients want to enjoy their life with their family, without worrying about the future. This is why we will work through with you on developing your estate plan. We want to ensure your plans and legacy wishes are carried out with minimum fuss to your loved ones.

Looking after your family

By putting in place a well thought through and executed estate plan, you can ensure your money ends up in the right hands at the tight time and your wishes and legacy are executed correctly.

Looking after your family
Looking after your family

Looking after your family

By putting in place a well thought through and executed estate plan, you can ensure your money ends up in the right hands at the tight time and your wishes and legacy are executed correctly.

Will and Testaments

Wills

At the core of any estate plan is the use of wills that articulate your wishes. In planning, understanding the ownership and control of your existing structures is critical for your Plan to be effective.

Enduring powers of attorney (EPA)

An EPA provides in time of your incapacity, the ability for nominated person to act on financial matters on your behalf. This is particularly important when assets and monies are help in your loved ones names for other planning reasons.

Enduring powers of attorney
Enduring powers of attorney

Enduring powers of attorney (EPA)

An EPA provides in time of your incapacity, the ability for nominated person to act on financial matters on your behalf. This is particularly important when assets and monies are help in your loved ones names for other planning reasons.

Advanced Health Directives Use of Trusts

Advanced Health Directives – Use of Trusts

the use of living trusts can help o protect your family assets from surviving beneficiaries’ bankruptcies, marriage breakdowns and other life factors that may be out of their control.

Advanced Health Directives Use of Trusts

Advanced Health Directives – Use of Trusts

the use of living trusts can help o protect your family assets from surviving beneficiaries’ bankruptcies, marriage breakdowns and other life factors that may be out of their control.

Aged Care

It can be a confusing and emotional time considering placing yourself or a relative into residential aged care – but as with many of life’s big decisions the best approach is to arm yourself with the facts and seek guidance from specialists.

Financial aspects are only one consideration when preparing for your care years. It is also important to consider your family needs and estate planning considerations as well as access to other government benefits and concessions.

With medical and emotional issues often at the forefront, seeking professional financial advice is often forgotten until it is too late. This difficult process can be made easier by understanding your options, getting the right advice and being prepared. We will help you through the process and give you the peace of mind that you are on track.

Aged Care
Aged Care

Aged Care

It can be a confusing and emotional time considering placing yourself or a relative into residential aged care – but as with many of life’s big decisions the best approach is to arm yourself with the facts and seek guidance from specialists.

Financial aspects are only one consideration when preparing for your care years. It is also important to consider your family needs and estate planning considerations as well as access to other government benefits and concessions.

With medical and emotional issues often at the forefront, seeking professional financial advice is often forgotten until it is too late. This difficult process can be made easier by understanding your options, getting the right advice and being prepared. We will help you through the process and give you the peace of mind that you are on track.

Philanthropy

Philanthropy

Do you have a charitable strategy in place, do you systematically give to a particular cause which you are passionate about, have you addressed your legacy planning through your Will, is a Private Ancillary Fund for you or have you thought about a charitable sub fund for your family?

Philanthropy

Philanthropy

Do you have a charitable strategy in place, do you systematically give to a particular cause which you are passionate about, have you addressed your legacy planning through your Will, is a Private Ancillary Fund for you or have you thought about a charitable sub fund for your family?

Boutique Client Dashboard

Your Boutique Client Dashboard gives you the visual comfort that you are on target, the tool to make and analysis any life changes that happen, and the outcome of these changes to you and your family.

Having a plan puts you in control, enabling you to have a good balance at all stages and planning to allocate your resources into the important areas of your life as and when they are needed.

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