We will work with you to understand your personal goals and plan for them across all stages of life.
Our experienced team are trusted advisors to many clients, with a focus on providing the best possible advice in trust and estate planning, wills and assets, business planning and complex farm succession matters.
Trusts Specialist/Registered Legal Executive
For our new clients, under the AML/CFT Act we need to take appropriate measures to guard against money laundering and terrorism financing. Part of this is the requirement for us to sight and verify your identity. We ask that you bring visual identification, and potentially supporting documentation. Please click here to view the acceptable identification and documentation.
Depending on the item you'd like to discuss, it's good to be able to bring along any documentation you feel will help us understand your situation and requirements. Don't worry if you are not sure, our first meeting is all about understanding what support and advice you need.
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