Simplifying estate & incapacity planning, protecting intergenerational wealth through:

  • Wills including Testamentary Trusts
  • Enduring Power of Attorney (EPA) including how to keep super funds operational if trustees lose capacity
  • Enduring Power of Guardianship (EPG)
  • Advance Health Directive (AHD)
  • Binding Death Benefit Nominations
  • SMSF Death Benefit Pensions
  • Estate administration

How can we help you?

Consulting

Financial Advisory

Tax & Accounting

Mortgage Broking