Personalised Asset Planning and Trust Advisory Services

We understand that planning for the future is deeply personal and requires careful thought to ensure your wishes are respected and your loved ones are provided for.

We have extensive experience in asset planning and estate administration which enables us consider your unique circumstances and make practical recommendations to achieve your goals. With many longstanding clients, we consider it a privilege to get to know our clients and their families, and guide them through the various stages of life.

We can assist you with:

• Trust formation, restructures, resettlements and winding up

• Trustee advice, trust reviews and administration services, including professional trusteeships, AGMs, gifting

• Wills and enduring powers of attorney

• Living wills and advanced care plans

• Estate administration

• Family arrangements and settlements

• Retirement village occupation agreements and rest home care