Estate Planning

We would all like to leave a legacy and provide for those dearest to us once we are gone.  Estate and will planning is a way to provide an overview of your assets, consider how they are structured and how you would like them to be distributed.

We highly recommend that you have a current will and power of attorney in place, regardless of your age.  A simple will is better than no will at all.

We encourage you to watch this short video from the RetireLaw website about estate planning to help you make an informed decision.

Financial Planning

Financial planning is essential at every stage of life.

While we do not offer financial planning services, we are happy to work with your preferred financial planner, or if you do not have one, we have an alliance with Allan Moore at Adsum Wealth.

You can contact Allan Moore directly on 02 9579 4081 or visit for more information.