Estate planning
It’s the one certainty in this life – and it’s worth planning for. When the time comes, it’s good to know that your personal and financial matters have been made as simple and stress-free as possible for your loved ones.
Alongside my trusted legal partners, I can assess your personal will and power of attorney needs, creating a plan that removes any unnecessary uncertainty for your family and friends.
Financial project management
We work with all your other professionals such as accountants, mortgage brokers and lawyers to get everyone on the same page and make sure you’re getting looked after.
Because we’re across all elements of your money strategy, we can identify the gaps or areas you might need help with, then we can make sure the gaps get filled.
If you don’t already have a team of experts in these areas or if there are any gaps, we have a network of great professionals we can introduce you to.
