Alliance Partners

We work with accountants, financial planners and risk writers to help their clients put in place estate planning and business succession solutions.

While you can refer your clients directly to us, and we manage the entire process, many professionals prefer our Alliance Partner model which provides an opportunity for you to be more involved in the process.

Alliance Partners have access to comprehensive material and the on-going support of our team, including an initial introductory briefing. With these resources, you can deliver a comprehensive service to your clients.

Why become an Alliance Partner?

  • You will extend your current service offering and generate additional revenue

  • You will have more control over your client relationship

  • You will have the comfort of knowing an experienced lawyer is available throughout the process

  • You can be located anywhere in Australia with access at all times to a high level of support

  • You will have access to our wholesale estate planning fees

For more information, please contact us

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