ESTATE PLANNING

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 offer 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 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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"During the time we have been with Advivo Accountants & Advisors, they have taken a genuine interest in our business and offered valuable, constructive advice which has allowed us to consolidate the financial position of our business and become a market leader within the promotional products industry in Australia."

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"Advivo has helped me manage the finance side of my business so I can focus on other aspects of the business. With Advivo’s assistance, my books are tidy and controlled and it is comforting knowing that I have the full support of the entire Advivo office."

Concut Pty Ltd

"We are very happy with Advivo – they have exceeded our expectations and it really has started changing our way of thinking about the business. From an operational side, we are now being innovative where we once weren’t. Advivo has fine tuned our business in every aspect and this has improved our product development."

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"Our business has been using Advivo Accounting service for the last seven years. Our Accountant, Dale Edwards pointed out ways we can streamline our accounting systems by using a new program called Xero. I have found this program to be fantastic. It’s been an exciting journey, one I’ve been happy to take."

Robinson Polyurethanes

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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!