Who do we help?
You are a concerned person seeking assistance with structuring your legacy to ensure your estate and non-estate assets are received by your intended beneficiaries in an optimal manner.

You will also appreciate that estate planning is a dynamic process and that regular estate planning reviews are fundamental to an effective strategy. With our assistance, through our initial and ongoing estate planning services, you will benefit from the peace of mind in knowing that your legacy is current and effective.

Why we can help?
Our advisers are multi-credentialed and are uniquely placed to provide advice across multiple specialisations. Specifically, your servicing adviser holds the AEPS®, Accredited Estate Planning Strategist, accreditation.

Contact us today
Book a complimentary, no obligation 15 minute discussion to establish how we can assist you with your Estate Planning – Strategy & Implementation.
Please click here for information regarding our Estate Planning packages.