We are often amazed at the things we get involved in with our clients. If the thing involves a $ sign (or even sometimes when it doesn’t) we have probably helped a client with it over the years.
Some things we have been involved in include
- Buying or Selling businesses
- Negotiating Salary Increases
- Family Business Succession
- Family personal disputes
- IT purchasing decisions
- Software assessment and recommendation
- Employee Counselling
- Managing online banking
- Buying and selling homes
- Negotiating lease terms
Our belief is that our role is to provide advice wherever we are able. Our firm has expertise gained over many years in a wide range of fields. Our clients call upon us to assist them whenever they need our help, but importantly, if we don’t have the necessary skills knowledge and expertise we are not afraid to say so. We have a network of friends and colleagues who can help us to help you if we don’t have the capability in-house.
Organising your financial affairs is going to entail some consideration of what happens when you are no longer with us, or no longer able to act to protect those important to you. Whilst we are not lawyers we are experienced in recommending estate planning strategies in the context of our advice, and then assisting our trusted colleagues in the legal profession in preparing the necessary documentation. We have a number of legal firms with whom we work closely, and we have chosen carefully so you and we can be confident that your needs are met as efficiently and cost effectively as possible.
Our aim here is to recommend the necessary steps that you need to take to organise your affairs in such a way that your assets are dealt with in accordance with your wishes. Having appropriate documentation in place increase the certainty that this will happen when the time comes. We work with you to explore what your desired outcomes are BEFORE consulting with the layers so that your are well prepared to brief them appropriately. We meet jointly with you and them where necessary to make sure that you are comfortable that things are going according to plan, and we manage the process through to completion to make sure that it just gets done.
Sometimes there are other legal matters outside of wills and estate matters which need to be dealt with. By knowing the specialist capabilities of the firms to which we refer, we can ensure that you get the best legal advice appropriate to your needs in a variety of situations.
