I collaborate with financial advisers to provide high-value estate planning services to your clients.
Intello’s partnership model makes you – the adviser – a central part of your client’s estate planning process. Working alongside one another, I’d like you to consider me to be a partner and legal counsel to your business.
Unlike most lawyers, I don’t charge fees in six-minute increments. I listen a lot. I don’t use legal jargon. And I remain available for consultation to you and the client until they have signed off on our work.
My experience as an accountant and a tax lawyer in Australia and overseas makes me effective at factoring in all that is required for solid estate planning.
But it’s my innate drive for client satisfaction that has me passionate about delivering a positive experience, and quality solution to your client.