AML / CFT
As at the 1st of July 2018, clients will need to provide us with certain information before we can commence acting. The AML/CFT Legislation requires us to ascertain verification of your identity and residence. Click here to view the accepted forms of Identification.
We also require you to complete a Client Information Form. Click the link of the relevant form and complete it. You can then either email it to us (here) or drop the form into our offices, together with your Photo ID, proof of residential address and any other information that we have requested.
Please save the form to your computer or device and open with adobe reader or similar to fill out.
Should I Make a Will?
How do I make sure my wishes are carried out after my death?
Making a Will lets you give directions to your executor about what happens to your property when you die. Wills are governed by the Wills Act 2007. Your executor is the person you appoint to administer your estate. Making a valid Will is the best way to ensure your wishes are carried out on your death.
A Will contains important instructions about what you want done with your property and debts when you die. It can say how you want your spouse or partner and children to be looked after in the event of your death. A Will ensures you have a say about these important things. A Will can ease the financial and emotional strain on your family after your death and it can help mitigate or minimise any likelihood of a dispute in your estate.
If you haven’t got a Will, talk to us today and we can help you. If you have a Will, it may be an opportune time to review it if your circumstances have changed. You should review your Will if a relationship ends, you separate from your spouse, if you have children or you marry or enter a civil union.
See the link below to our Will Instruction Form. Fill this out and send it via email, this information will help us prepare a draft Will for you to consider or conduct a review of your existing one. It’s easy to follow and shouldn’t take too long.
Click here to download form - please save this document to your computer or device and open with adobe reader or similar to fill out.
Terms of Engagement
Click the link below to view our Terms of Engagement