Wills and Estate Planning
By making a will you are protecting your loved ones interests and will be freeing them of financial worries at a time of emotional distress and bereavement. From the simplest will to complex estate planning, making a will is one of the greatest acts of love you can do for your family. Our Professional Partners will work with you to ensure your estate plan leaves nothing to chance and provides protection for your family and loved ones.
From your home and contents to complex asset and business insurances, our professional general insurance advisers will conduct an analysis of your risk/needs and advise their recommendations on the correct covers required to protect your assets and liabilities. They will recommend the appropriate Insurer to match the risk and only recommend financially secure and stable Insurers, provide alternatives on your risk retention through various excess options and provide alternatives to pay premiums in monthly instalments. Most importantly, they are your claims manager and will handle all claims processes to help you when you need it most.
Public Liability Insurance
Running a small business is stressful enough. Public Liability insurance gives you the peace of mind of knowing you’re protected in the event that your business is legally liable for property damage or personal injury. Our Professional Partners will ensure you have the right amount of cover, the right policy for your needs and claims experience to back it up.
Buying or selling a home is one of the most important times of your life and it is important to ensure that it is an uncomplicated and rewarding experience. Our Professional Partners have a dedicated team that is focused on assisting our clients every step of the way.
Our Corporate Services team will help you and your business to keep up with the latest legislation and company law. From establishing trusts and SMSF’s, registering for Tax File Numbers and ABN’s, to updating SMSF Trust deeds – our Corporate Services team have you covered.