The seamless transfer of wealth and control of your entities is a natural extension of a solid financial strategy.
We will help you work through the high-level options of your estate plan before you engage a lawyer, so your estate strategy is efficiently completed, and takes all the related aspects of your finances into account.
We will then encourage and prompt you to follow up completing the beneficiary nominations on superannuation, insurances and your letter of wishes. Things that can otherwise be easily forgotten.