Private Client

Protect yourself, your loved ones and your assets. Find out about estates, trusts and wills and how our team can help.

Our service

There is much more to looking after your assets than just preparing a will. We can help you with:

  • succession planning
  • trust structures
  • asset protection
  • wealth planning

Trusts

Concerned about protecting your wealth and assets? Talk to us about setting up a trust. We can help you ‘get it right’, from small family trusts to trustee companies.

Wills

Get your will right the first time with us. A Will not put together correctly can result in court action to decide how an estate will be divided. Our team is here to eliminate these worries.

Enduring Powers of Attorney

At some point in time, you may need someone to look after your affairs if you are not able to do so yourself. Our team can discuss the appointment of an attorney.

We can also:

  • administer and manage estates
  • help with appointing trustees
  • advise on gifting and other issues

Contact Anna Elder to discuss your private client needs.

 

Our people

Find out about the members of our Private Client team:

  • Anna Elder

    Senior Associate

    Full profile...

  • Kerry Cox

    Estates Team Manager

    Full profile...

  • Jana Proffit

    Law Clerk

    Phone: 211 0915

    Email:

  • Shelley Wolferstan

    WPO/PA

    Phone: 211 0080

    Email: