Build and protect your wealth
Put the right structures in place to protect and grow what you have built
Three ways we protect it
When you work with us, the structures are in place. What you have built is properly protected and set up to last.
Structure for protection
Put the right trust and ownership structures in place to shield your assets from creditors, litigation, and relationship breakdown.
Preserve for future generations
Establish family governance frameworks and trust arrangements that keep wealth within your family across generations.
Manage with confidence
Keep your trust arrangements compliant, correctly administered, and optimised for tax at every stage.
Why protecting wealth requires more than good intentions
Many Australians accumulate real wealth but hold it in structures that offer little protection. Assets held in the wrong name, or trusts that are poorly administered, leave wealth exposed to risks that proper planning would have prevented. The question is not whether you trust the people around you. It is whether your structures would hold up if they were tested.
What we help with
The questions we are asked most often in this area. If yours is not on the list, it is still worth a call.
ways we help protect your wealth
- Act under an enduring power of attorney
- Check an investment before you commit
- Put a binding financial agreement in place
- Defend family wealth from an outside claim
- Set up and run a family trust
- Set up a family governance framework or family office
- Be appointed financial manager or guardian for someone
- Have your documents notarised
- Get ongoing support for your family office
- Prepare your trust distribution resolutions
- Replace a lost trust deed
- Set up a special disability trust
- Set up or amend a farm trust
- Set up or amend a unit trust
- Review your structure and protect your assets
- Pursue a claim under an insurance policy
Our team understands how these decisions play out over a lifetime, not just the law that governs them.
No switchboard and no intake form. You are put straight through to someone who can help.
The Society of Trust and Estate Practitioners admits full members on demonstrated expertise in succession, trusts and estates.
Experience you can actually get hold of
Common questions
If yours is not answered here, call us and ask. The short question early is always cheaper than the long letter later.
How quickly can I speak to a lawyer?
Call 1300 654 590 and you will be put straight through to a lawyer rather than a switchboard. Tell us what the problem is and we will tell you how we can help.
How will I be charged?
For advice and documents we provide a fixed or capped quote before the work starts, so you do not carry the price risk. If you are in a dispute, we map out the process and the likely costs so you know what to expect.
Do I need a lawyer for something this small?
Often the cheapest moment to involve us is the one that feels too small to bother. If we do not think we can add real value, we will say so rather than open a file.
Can you work alongside my accountant?
Yes. A great deal of our commercial work is done alongside a client’s accountant or adviser. We are comfortable operating as one part of a wider team.
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