Ensuring your wills and estate plans are in order, helps take care of those you leave behind. If leaving a legacy is important, we’ll ensure that the right funds are directed to the right people at the right time.
We can assist you with:
- Estate planning
- Wills, incorporating testamentary discretionary trusts
- Powers of attorney
- Appointment of enduring guardianship
- Nomination of beneficiaries
- Letter of wishes
We partner with estate planning specialists who can structure legal documents if required.
Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.