Financial Management
Retirement Planning
Estate Planning
Tax Planning
Investment Approach

Getting the right assets into the right hands at the right times

Estate planning is a very important part of most financial plans, covering relatively simple things:

  • Making sure you have a valid, current will
  • Arranging enduring powers of attorney
  • Other structures like family trusts and company structures

More complex asset planning strategies can involve various combinations of trusts and companies.

No matter how simple or complex your affairs are, you need to be confident that your estate plan will work.   You need to know that if someone dies or becomes unable to manage their own affairs, the right structures will be in place.  And you need to be sure that your assets and life insurance policies are appropriately owned.

This is a specialist area.   We are not lawyers or tax specialists but we will work closely with your other professional advisers to ensure that the right assets will end up in the right hands at the right times.

Contact us for help in this area

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