Other Services

Other Services

Many of our clients request that we retain on their behalf, copies of their:

  • Will;
  • Power of Attorney;
  • Representation Agreement;
  • Advance Directive; and
  • other important financial documents.

We are pleased to do so, to ensure that we can provide sufficient assistance to family members, Executors and Attorneys, as required.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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