ESTATE PLANNING SERVICE

As uncomfortable as the task might seem, Estate Planning is one of the necessities of life. Without an Estate Plan, you risk costly and unwanted emotional stress for your family and loved ones.

When it comes to estate planning, there are multiple factors to consider that go beyond the scope of preparing Wills and choosing a Power of Attorney. Advivo will work with you to help ensure that your assets fall into the right hands, at the right time. Discussing personal matters can be overwhelming, especially when dealing with planning and determining the outcome of your Estate. Advivo will take the time to assist you and make sure you’re comfortable with every step of the process.

As your Accountants and trusted Advisors, Advivo will take care of your financial affairs, business structures and future aspirations. Advivo will also drive your Estate Planning Strategy and coordinate the implementation with your other nominated advisors as required.

Our Estate Planning Services offer you continued support and begin with a meeting with you to discuss your circumstances and understand your ultimate objectives. Advivo will then define your financial position and clarify with you what your expectations are and how you would like to proceed. Once we have solidified your anticipated outcome, the next step is to implement your Estate Plan so that your wishes can be eventually carried out.

Advivo will, on your behalf, engage with legal professionals (either your existing trusted solicitor or an Estate Planning Specialist Lawyer that we can arrange) to provide the required legal services.

Advivo also offers transition planning in conjunction with estate planning. This service is ideal for those with family businesses.

To discuss a tailored Estate Plan for you and your family, CONTACT US TODAY:

Our office is at Level 12, 300 Ann Street, Brisbane City QLD. Contact us on 07 3226 1800 or message us on our Contact page.

OUR ESTATE PLANNING SERVICE INCLUDES:

  • Identifying and clearly documenting your current assets and liabilities either directly or indirectly through various corporate structures
  • Recording and directing how you want your Estate distributed
  • Directing and working with appropriate legal advisors on how best to ensure your Estate is distributed in accordance with your wishes without being successfully challenged

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"My favourite thing about Advivo is how approachable they are. They’re very easy to talk to and really know my business. Also, their fixed fees make a huge difference as a small business owner – with other firms, you’re always afraid to call as it might cost you a fortune, but the team at Advivo make me very comfortable to reach out whenever I need help or advice.” – Marie Warren, Flexitray Australia.

Flexitray Australia


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Concut Pty Ltd

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Xtra Insights

"We were given the opportunity to work with Advivo in completing their business insights workshop; to understand our sales process and how best to take the business to the next level.
Working with Leon was a joy. He was easy to talk to, and he very quickly comprehended what the business was all about.
He came up with some great ideas, aspects I hadn’t thought of, and new ways of looking at things.
He helped me understand how best to present our unique proposition to our clients and gave me the confidence to say exactly how it is.
Our business service is new to the market, and I now understand how best to articulate our competitive advantage and the value the business offers our clients, and the confidence to charge the right price." - Sharon Musker, WiseUp Energy Solutions

WiseUp Energy Solutions

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Advivo has a team of highly skilled accountants and business advisors to help you take your business to the next level. CONTACT US TODAY!