A well constructed and thought out estate plan will give you ‘peace of mind’, knowing your estate will be passed through to future generations in line with your wishes.

Estate planning is far more than the preparation of a simple will. A properly thought out estate plan involves considering many important decisions, including powers of attorney, enduring guardianship, superannuation and life insurance nominations.
We ensure your assets are passed to the intended beneficiaries, at the right time and in the most tax-efficient way.

Everyone can benefit from a properly thought out estate plan, regardless of wealth, age and family position. We know that your estate planning situation is unique so our goal is to deliver a solution that is specifically tailored to your individual circumstances.

 

 

 


Specialists

Aidan Vuocolo
Aidan Vuocolo
Manager of Business Services and Taxation
Alex Hardy
Alex Hardy
Director of Corporate Assurance
Allan McKeown
Allan McKeown
Founder and Chief Executive Officer
Angela Redfern
Angela Redfern
Manager of Business Services and Taxation
Andrew Hibbert
Andrew Hibbert
Associate Director, Self Managed Superannuation and Offshoring
Ben Hailstone
Ben Hailstone
Associate Director of Business Services and Taxation
Ben Travers
Ben Travers
Associate Director and Financial Adviser
Brendan Campbell
Brendan Campbell
Director of Business Services and Taxation
Charles Yuan
Charles Yuan
Manager of Taxation Services
Colin Samuel
Colin Samuel
Director of Business Services and Taxation
Gerhard Jordaan
Gerhard Jordaan
Associate Director of Business Services and Taxation
Hani Omran
Hani Omran
Senior Lending Adviser
Hayley Wilson
Hayley Wilson
Client Relationship Manager, Employee Benefits
Jay Lampos
Jay Lampos
External Audit Manager of Corporate Assurance
Kay Agcaoili
Kay Agcaoili
Manager, Business Services and Taxation
Laura Beattie
Laura Beattie
Manager, Business Services and Taxation
Lidia Lenhardt
Lidia Lenhardt
Manager of Corporate Assurance
Mark Welsh
Mark Welsh
National Employee Benefits Manager
Mitchell Tieck
Mitchell Tieck
Manager, Business Services and Taxation
Megan Smith
Megan Smith
Director of Business Services and Taxation
Nadine O'Brien
Nadine O'Brien
Operations and Compliance Manager
Nestor Tindugan
Nestor Tindugan
Senior Manager of Corporate Assurance
Nya Murefu
Nya Murefu
Supervisor, Corporate Assurance
Rosanna Fuller
Rosanna Fuller
Manager of Human Resources
Ryan Findlay
Ryan Findlay
Associate Director and Chief Technology Officer
Sascha Kass
Sascha Kass
Manager of Marketing and Communications
Shannon Chen
Shannon Chen
Supervisor, Business Services and Taxation
Soon Tang
Soon Tang
Manager of Corporate Assurance
Stuart Birkbeck
Stuart Birkbeck
Manager, Business Services and Taxation
Ty Standen
Ty Standen
Employee Benefits Consultant
Zoe Hall
Zoe Hall
Supervisor, Business Services and Taxation
Zubin Kaiser
Zubin Kaiser
Supervisor, Business Services and Taxation
Sam Gadani
Sam Gadani
Director of Business Services and Taxation
Shaun Thiya
Shaun Thiya
Associate Director of Business Services and Taxation
Siobhan Sellick
Siobhan Sellick
Director of Business Services and Taxation
Steve Gagel
Steve Gagel
Director of Business Services and Taxation