Our Financial Advisers can develop a tax-effective estate planning strategies to suit your unique circumstances.

Working with your solicitor, they will ensure;

• you have an enduring power of attorney
• your will is up-to-date and tax efficient
• an executor has been appointed

They will also review other taxation and estate-planning issues, prepaid funerals and testamentary discretionary trusts.

Contact us today.

We are available 7 days a week, and can meet you in the comfort of your own home or office. Alternatively, visit us at our centrally located office by appointment: Level 1, 1 Howard St, Fremantle.