Are you 100% sure your assets are protected in the event of death, matrimonial breakup, incapacity and Bankruptcy?
Protection starts with planning.
By setting clear objectives, anticipating challenges, and devising effective pathways to achieve Wealth Protection, you can navigate the complex landscape of asset protection and estate planning with confidence.
Strategies to have your Wills prepared to keep your hard earned wealth in your bloodline
Create your personal wealth transfer plan to ensure the next generation in your family receive your legacy exactly the way you want them to.
Ensure that your Will and estate won't lose from a family provision claim.
Protect the equity in your family home, investment properties and key assets without selling them and triggering capital gains tax and stamp duty
WHAT WE OFFER
Explore all of our Services
Estate Planning Strategies
Estate planning strategies involve methods
to manage and distribute an individual's or family's assets in a way that meets their long-term goals, especially upon death or incapacitation.
Succession Planning
Succession planning in families involves
preparing for the transfer of business or
wealth to the next generation. It includes identifying successors, developing their skills,
and setting up legal and financial
frameworks to ensure a smooth transition,
aiming to sustain the business and minimize family conflicts.
Asset Protection Strategies
Asset protection for families involves
strategies to shield wealth and assets from lawsuits, creditors, and financial risks. This includes using trusts, legal entities, and
other legal mechanisms to safeguard assets,
ensuring their preservation and secure
transfer to future generations while
minimizing exposure to loss. It's essential
for maintaining a family's financial security
and legacy.
Structure Incorporations and Formations
In Australian, business structure incorporation and formation involves legally establishing a company or other entity, such as a trust. This process includes selecting the appropriate structure considering liability, taxation, and flexibility; registering the business name with ASIC; obtaining an Australian Business Number (ABN)
Due Diligence when Buying or Selling a business
Due diligence when buying or selling a business refers to the comprehensive process of evaluating and verifying all aspects of the business in question before finalizing the transaction.
WORK PROCESS
Our working Process
Discover
This involves gathering comprehensive information about the client's income, expenses, assets, liabilities, investment preferences, and any specific financial concerns.
Finance Cost
This involves assessing the client's budget, debt obligations, existing investments, insurance coverage, and any other financial commitments.
Plan
This plan outlines specific strategies and recommendations to help the client achieve their financial goals.
Delivery Task
This step involves explaining the rationale behind the proposed strategies, illustrating potential outcomes, and addressing any questions or concerns the client may have.
OUR TEAM
Robert Hills
Because our services stand out we are:
Trusted by many people
Thanks to their expert advice, I'm now on track for a comfortable retirement, and my investments are performing better than I ever imagined."
Mike Carter
I can rest easy knowing my loved ones will be taken care of, and my legacy will continue to support causes that matter to me."
J.
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