Whether it’s making your own plans or carrying out the wishes of your loved ones, our advisers can assist.
An integral part of financial planning is estate planning. Ensuring your assets are passed to your intended beneficiaries seamlessly and effectively often takes some professional advice and planning.
We can also assist with estate administration.
Distributing the financial assets of a loved one can be daunting and complex. Our significant experience in this area allows us to take the reigns and provide you with the guidance you need.
Distributing the financial assets of an estate to the beneficiaries can be a myriad of paperwork, complexities and traps. With over 20 years’ experience in estate administration, Lynette Anderson can help you.
We all know of someone who has been involved in a messy estate. Whether its because of no Will, or disgruntled family members, poor or no estate planning can result in an expensive, timely and traumatic experience for all involved.