Superior quality advice with attention to detailed implementation outcomes.
Initial meeting (1hour free of charge) : an assessment of your circumstances in conjunction with your financial adviser, understanding your personal and family goals and core money values. Identification of areas where assistance can be provided. If you are comfortable that we can work together, we move to the next step.
Second meeting: in-depth analysis of your family and/or business structures which will include your financial adviser and external advisers such as your accountant, if appropriate. Presentation of the Advice recommendations and implementation steps.
Follow up with you on the implementation of the advice in conjunction with your financial adviser.
We will liaise with your financial adviser and external advisers, based on mutual agreement. Any costs related to their services will be separately disclosed from the estate planning services of Crigan Estate Strategies Pty Ltd.