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LEGACY

We listen to your needs, and carefully prepare for you and those around you, should the unforeseen eventuate.

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We consider your personal and family affairs, and strategise with specialist lawyers and accountants that may assist in the following scenarios:

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  • New partner

  • Separation/divorce

  • Child beneficiaries

  • Adult beneficiaries

  • Business interests

  • Pensions

  • Illness/loss of a loved one

  • Disability

  • Inheritance

  • Outstanding loans

  • Tax efficiencies

  • ​Legal issues

  • Investments

  • Superannuation proceeds

  • SMSF obligations

  • Insurance payouts

  • Wills

  • Powers of attorney

  • Guardianship

  • Trust obligations

Building wealth foundations

through tailored financial planning

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