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Our services

Estate planning

GRM can assist with all your Estate Planning needs to make sure your estate is inherited by those you want to receive it. Having an up to date will can save your family, friends and beneficiaries a lot of heartache and hassle as well as making sure that your wishes are met. Estate planning issues are often complex and there are also important tax considerations that need to be assessed which is why you should seek professional advice from a financial adviser who can facilitate the right outcome with a solicitor.
advice Benefits
Estate structuring

Understand your family circumstances to ensure your estate is set-up correctly.

Powers of attorney

Ensure you have appropriate powers of attorney in the event you fall ill.

Will reviews

Review and update your will to ensure it reflects your wishes.

Bequests

Consider any bequests to special causes


David Gates

Principal Adviser

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+61430592438

Our Advice Process

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David Gates

Principal Adviser

Live Chat

Start Chat

Request a Meeting

Note preferred date and time and we'll be in touch to confirm.

Email
Phone
thank you icon

Thanks for contacting David!

We’ll be in touch soon to confirm all the details

Request a Meeting

Let's talk

+61430592438