You work hard to put yourself and your family in a good position – we can help you make that the best position.

With good planning and the right advice, we can help you turn hard work into intergenerational wealth. We work with business owners and private clients to achieve optimal outcomes, adding our experience to your endeavours to ensure your life and financial goals are exceeded.

Our team of trusted advisers will work collaboratively with you and your other advisers, drawing together the best expertise to guide you along the journey of building, managing and ultimately passing on the wealth that you create. We work closely with our teams in commercial law, property law, family law, wills & estates and (where required) disputes and litigation.

The solutions we create will be tailored to your situation, your family dynamics, your values and your aspirations.

Private Client Advisory

Structuring
Tax Advisory
Superannuation
Estate Planning
Asset Protection
Wealth/Asset Transfers
Charity & Philanthropy
Business Succession Planning

Business Succession & Estate Planning Experts

Get in touch

Get started and email us now for your first appointment. You can also call us on 03 5331 2966.