We are here to answer your questions and help you take the first step toward securing your family's future.
Whether you have a specific question or want to explore how we can help, our team is ready to assist. We respond to all enquiries within one business day.
Level 18, 123 Collins Street
Melbourne VIC 3000
Australia
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: By appointment only
Sunday: Closed
While our head office is in Melbourne, we conduct consultations via video conference for clients across Australia. Interstate clients receive the same quality of service and attention.
Quick answers to common questions about working with us.
Most estate plans are completed within 3-4 weeks from the initial consultation. More complex matters involving business succession or multiple trusts may take 6-8 weeks. We provide a realistic timeline during your first meeting.
Not at all. We serve clients across Australia through secure video conferencing. Many of our interstate clients have never visited our physical office, yet receive the same quality of service and attention as local clients.
Nothing is required for the first meeting. Simply come prepared to discuss your family situation, assets, and concerns. After this meeting, we will provide a checklist of any documents needed for the planning process.
Our fixed fees reflect the quality and thoroughness of our work. However, we do offer payment plans for clients who need to spread costs over several months. We also provide package discounts when multiple services are engaged together.
Life changes, and your estate plan should evolve with it. We include complimentary annual reviews for the first three years with most packages. After that, update consultations are available at a reduced rate.