Estate Planning
Our expert estate planning accountants can guide you through this process and work with your lawyer to prepare the best strategy.
Estate planning is one of the necessities of business life
Knowing your business and hard-earned assets will be dealt with by your estate in the manner you choose, provides peace of mind. Our expert estate planning accountants can guide you through this process and work with your lawyer to prepare the best strategy.
The areas in estate administration that we are able to assist with include:
- Meeting to discuss objectives for your estate
- Liaising with your Lawyer and Financial Planner as required
- Estate accounting and taxation
Hear from our clients
What our clients have to say
We could tell you all about our commitment to protecting your assets, but we believe it’s better to hear it directly from those who know us best – our clients. From entrepreneurs to established business owners, our clients share their experiences working with us.
Want peace of mind knowing your estate is in order?
Our experienced team will work with you, your lawyer, and financial planner to ensure your estate is managed according to your wishes, giving you clarity and confidence for the future.
Office Address
8 Otranto Ave, Caloundra QLD 4551
Phone Number
07 5492 0300
Business Hours
Mon-Thurs: 8:00am - 4:30 pm
Friday: 8:00am - 2:00pm