Clear guidance. Flexible options. Calm support—wherever you’re at in the journey.
Whether you're ready to dive in or still figuring out what you need, this is the place to start. All appointments are delivered virtually unless otherwise noted, with flexible times to suit busy family life. No legal jargon, no pressure—just practical, personalised support to help you protect what matters most.
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Not quite sure what you need? Want to see if we’re the right fit? Book a no-pressure call to ask questions and get clear on your next step.
Ready to go? This 60-minute deep dive includes a full family and wealth planning session plus a comprehensive written estate plan tailored to your goals and needs.
Prefer to meet in person? If you're local to Northern NSW, Jaime can visit you at home for your planning session. Includes the same comprehensive written estate plan.
Already working together? Use this session to finalise your documents, ask follow-up questions, or make updates.
Considering a Binding Financial Agreement? Whether you're blending families, protecting children from previous relationships, or simply want clarity around your financial future, this session will walk you through your options with calm, professional guidance.
You'll leave with a clear understanding of whether a BFA is right for you—and how to protect what matters with care and respect.
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