Succession & Estate Planning

Prudent and complete financial advice must include succession and estate planning.  You want to be certain that the money you have worked so hard to earn, goes directly to the people you want it to and that all your personal and financial affairs are managed in strict accordance with your wishes.

We have specialised estate and succession legal practitioners in-house to work with you through the comprehensive estate planning process, or alternatively, will work closely with your other legal advisers to achieve your desired outcomes.

Our considerations cover :

• Wills
• Powers of attorney
• Advance care directives
• Superannuation
• Insurance policies
• Family trusts and testamentary trusts
• Business succession planning. 

Estate planning is a necessary and vital aspect of financial management. Knowing every detail has been carefully considered brings great peace-of-mind for you, as well as financial certainty for your family.