New Client Offers

Your Super and Your Will - No Cost Estates Review by Ascendia Lawyers

If you ask us - once you become an investment and portfolio management client - we will organise at no cost to you a no obligation review by Ascendia Lawyers of your Will(s), powers of Attorney and Superannuation Death Benefit Nominations to consider.

Your Super and Your Will - No Cost Estates Review by Ascendia Lawyers

If you ask us - once you become a portfolio management client - we will organise at no cost to you a no obligation review of your Will(s), powers of Attorney and Superannuation Death Benefit Nominations to consider. This legal service is provided by Ascendia Lawyers - experienced Estates and Superannuation Law Advisers.

Ascendia Lawyers can then provide you with legal advice on its appropriateness to your current circumstances.

Our close working relationship with Ascendia Lawyers allows us to get the principal legal practitioners assistance for our ongoing clients, to review estates arrangements, at no cost to the client. 

There is no obligation to use Ascendia Lawyers if you find there are matters that you need to attend to resulting from the review.

Nevertheless we believe Ascendia Lawyers offers very cost effective and knowledgeable advice in this area and you are welcome to request a fixed fee quote from them if there is anything you decide to attend to resulting from a review of your arrangements. 

We want to help you to make sure you and your family have no surprises in this area.

 

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To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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