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Retirement Planning

A long established client of the firm who are now in their retirement years, approached us for advice as they were struggling with the structuring of their affairs and were concerned about being able to provide financial security for their family.

We were able to support our client through the estate planning process and facilitate the drafting of the wills with the client’s lawyers.

Our client was able to incorporate their wishes into their estate plan and achieve their goal of providing financial security for their children’s future.

 

Xero Accounting Software
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