Individuals

Making sure you don’t forget number one.

The financial affairs of everyone and everything around you can get in the way of your own.

Let our team help you with the basics. We'll get your personal affairs sorted, from tax through to estate planning, and leave you with the time to worry about what you please.

How we can help you

The services we offer you will be completely different to the next person. It all depends on your age, what stage you are at in your life, your career, and most importantly – what advice you actually need. Our services can range from the following:

  • Superannuation – Self managed super funds
  • Income tax
  • Family affairs
  • Estate planning
  • Litigation matters
  • Succession planning (if you are a business owner)

 

Contact us   Resources

Bill Charlton

t: (07) 3210 5530
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Find out more about Bill

Dean Vane

t: (07) 3210 5525
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Find out more about Dean

Lauren Steinheuer

t: (07) 3210 5524
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Find out more about Lauren

Malcolm Barkle

t: (07) 3210 5512
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