Compliance is key
We understand the financial advice compliance system that Licensees and Super funds operate in. We provide to our referrers guidance to stay “off risk” in the following areas of your practice:
- Vetting estate planning content in your written material, such as SOAs and fact sheets
- Providing guidance to advisors on their client conversations surrounding binding death benefit nominations to stay ‘off risk’
- Educating advisors on the content of their estate planning conversation, to avoid slipping into legal advice
- Training and education to advisors to ensure that they are providing accurate estate planning information to clients
We are also on hand to answer any estate questions advisors may have either generally or to assist advisors in providing preliminary estate planning information to clients.
We also have a suite of Advisor tools which includes brochures, checklists and questionnaires designed to help your Advisory firms have meaningful estate planning conversations with their clients.
Talk to Us Today
If you would like to know more about how we can partner together to ensure your clients receive the best advice and service, please call us on 1300 132 567 or email us.
Further Ways We Can Support You
Customer Testimonial
"I have utilised the services of Estate First Lawyers for my clients for many years. I find Ann and her team not only technically brilliant but they are also great people to deal with. I have no hesitation in recommending their services in order to establish the right personalised estate plan."
Customer Testimonial
"I have certainly had my eyes opened regarding some of the estate planning done by other firms … I came away [from those experiences] more thankful than ever for all that Estate First has done for us and our clients."
Customer Testimonial
"When it comes to Estate Planning there is only one place we refer our clients and that is Estate First Lawyers. They are a team of knowledgeable, caring and friendly specialists. We hear nothing but compliments about their service and they have my full confidence. Thank you for taking care of our clients!"
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