Building your wealth is one thing, protecting it is another.
You have a right to protect your assets whilst you are alive and you have a right to decide what happens to your estate when you die.
Whether your legacy is to provide income for a spouse, educating your children or leaving money to your favourite charity, there is secure peace of mind knowing that your assets are going to be efficiently distributed as per your wishes.
An estate plan that considers both the acquisition and distribution strategy of your assets will form an important part of your long-term wealth management strategy.
The components will vary according to your personal circumstances, while ensuring your wealth is managed, protected and transferred according to your wishes and that is done so in a tax effective and financially efficient way.
We aim to ensure the smooth transition of your assets to your beneficiaries with maximum asset protection, minimum taxation liability and minimum risk of being disputed.
Sydney
Level 2, 85 George St, Parramatta NSW 2150
Melbourne
Suite 323, Level 3,
1 Queens Road, Melbourne VIC 3004