Estate Planning Services

We provide a complete suite of estate planning services including strategic advice on asset and wealth protection strategies in succession planning. Our services focus on tax minimisation as well as asset allocation to ensure your wealth is transferred effectively whether currently held in trusts, super, corporate vehicles or personally.

Once a full estate plan has been developed we will provide a complete suite of documents including:

• Wills for individuals or couples
• Powers of attorney
• Advanced care directives
• Statement of wishes where appropriate