Growing Wealth - Estate Planning

As assets are accumulated you want to know that they are being protected for the benefit of yourself and your loved ones.

You may have assets that have been inherited or accumulated that you wish to keep separate from your other relationship assets or protected from future family changes. We provide a service through Heritage Trustee Company, which provides Wills and Trusts. The costs are separate to our other services and will reflect the complexity of your requirements. Wills begin at $200 plus GST.

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