We have found Andrew’s presentations invaluable in helping our clients

As an accounting firm which has a joint venture with a financial planning practice, we have been very pleased to have Andrew present seminars to both our clients and our professional team members.

We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death.

In Andrew’s presentations, he is able to call upon his experiences to provide numerous real life examples which listeners can readily relate to.

Andrew combines an excellent knowledge of the law (including advanced qualifications in taxation law) with a genuine passion for helping clients.

Andrew is able to quickly identify the legal issues in specific situations and give clients choices to enable them to optimise their specific circumstances.

As accountants, Andrew has helped many of our clients by putting the important “finishing touches” to particular strategies.

We have no doubt that after hearing his presentation, financial planners will realise many of their clients can benefit from tapping into Andrew’s expertise.

Hans Van Heuven, Partner, Symes Accountants (Gawler, In-house and Client Seminars)

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  • Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
  • One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
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Estate planning for sole directors of private companies

Estate planning for sole directors of private companies

If you are the sole shareholder and director of a private company, have you thought about what will happen to your business if you lose capacity or die? Failure to plan for this eventuality can affect the financial viability of your assets and leave your family vulnerable – so it is something you need to turn your mind to. Fortunately, there are several solutions that are easy to implement and lots of advice about these issues is available.

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