Your passing will be difficult enough without unnecessary complications arising from an invalid Will. Ensuring clarity and a smooth process for the implementation of your final wishes will be much appreciated by grieving loved ones, so while it might appear to be the modern thing to do, our advice is to think twice before making…
This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
This case study outlines how I provided financial planning advice and coordinated business and legal advice for a mining executive who had worked overseas for 30 years. There were multiple issues relating to complex executive options and share plans in a variety of structures across a variety of taxation jurisdictions and in addition, my client had…
This case study outlines how we coordinated buyer advocacy services to help a mining executive who was relocating to Brisbane from overseas. The client was able to purchase a family home that exceeded their expectations. Not only was it located in a sought-after suburb, it offered all the lifestyle benefits they had hoped for. Importantly, they…
