GUIDES AND SELF-CHECKS
Plain guides for the changes
that get complicated.
Read them, print them, or send them to your accountant. No sign-up. Each one shows who does what, and the order that usually works.
FOR HEALTH PRACTICE OWNERS
A change at the practice.
Partners joining or leaving, selling, separating, starting out, or something unexpected.
- Is your practice change getting complicated? Self-check · 2 min
- A partner is leaving: what happens, in what order Guide · 6 min
- What to organise before you sell Guide · 6 min
FOR YOU AND YOUR FAMILY
When it all starts tangling together.
A business, trusts, property and super, and the people who'd need to find it all.
- Are your family's affairs getting complicated? Self-check · 2 min
- Would your family know where everything is? Guide · 6 min
- Your family's vault How it works
FOR ACCOUNTANTS, LAWYERS AND ADVISERS
Working alongside us.
What happens when you introduce a client, what you'll hear from us, and where we stop.
- Introducing a client? How we work alongside you Guide · 5 min
- When to involve us PDF · 2 pages
NOT SURE WHERE TO START?
Try a self-check first.
Six yes-or-no questions, two minutes, and nobody sees your answers. It shows where you sit, and which guide fits.
Not sure if you need us?
A short walkthrough will tell you.
You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.
Arrange a walkthroughAbout 30 minutes, usually by video. Clients across Australia.
We'll reply within one business day to find a time. Nothing to prepare.
WHAT HAPPENS IN A WALKTHROUGH
- 01
We listen
Your situation, in your words, and who's already involved.
- 02
We map it
What needs to happen, who does it, and in what order.
- 03
You decide
Whether to go further with us, or carry it on yourself.
FOR ACCOUNTANTS, ADVISERS AND BANKERS
You give the advice.
We run the sequence.
We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.