📩 To discuss customising a package to suit your need, please email:
Family Life & Wealth Planning Session
Comprehensive Written Estate Plan
Will
Attorney Documents with additional comprehensive powers
Detailed Health Directives
Superannuation nomination advice
Life & Legacy Planning Manual (to organize yourself, your family & help your decision makers)
6 month peace of mind guarantee
This plan is ideal if you don’t have minor children or complex needs, but want peace of mind knowing the essentials are covered.
Family Life & Wealth Planning Session
Comprehensive Written Estate Plan
Will incorporating Testamentary Trusts (true generational wealth transfer)
Attorney Documents with additional comprehensive powers
Detailed Health Directives
Letter of wishes to your Trustees & Guardians
Superannuation nomination advice
Life & Legacy Planning Manual
6 month peace of mind guarantee
Mix and match based on your circumstances.
Binding Financial Agreements (prepared in-house where appropriate)
Company Powers of Attorney (for corporate trustees and business continuity)
Comprehensive Rights of Residence
Strategic trust and wealth structuring
Intergenerational gifting advice
Digital asset and cryptocurrency planning
Corporate deed reviews
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