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Estate Planning

Estate Planning involves much more than simply making a Will. It’s the creation of a plan to help navigate through unexpected events, providing certainty and security for you and your dependents when sickness, disability or death means you can no longer personally provide for your, or their, financial, health and emotional well being.

A comprehensive Estate Plan incorporates a number of documents such as a Will, Power of Attorney and Power of Guardianship which are coordinated to provide you and your family with the optimal outcome when the unexpected occurs. We, as your financial adviser, liaise with your lawyer to prepare these important documents while you are healthy and in control of assets.