I help individuals, couples and families plan for future generations, whether they are just starting a family or want to protect the family that they already have. I enjoy creating a real relationship with my clients and I take my time to understand my clients’ circumstances and their families, so that I can tailor my service to their specific needs. I am happy to fit into my clients’ busy schedules and meet with them wherever is easiest, at our offices or their homes.
Many of our clients are business owners, landowners or have an agricultural or rural background and they want to protect their farms and businesses for the future – my own rural roots mean that I understand the issues they are dealing with.
Outside work, I love running, netball and riding my horse.
Always ask questions; it is important that you thoroughly understand and are happy with the measures we are putting in place.
Provide as much information as possible. There is no such thing as too much information!
Do not worry. I am here to help and give you piece of mind.
How best to provide for future generations?
The answer depends on each family, every family has its own individual interests.
Is my concern insignificant?
No – it never is. It is important that you feel comfortable that all measures are in place for your loved ones in the event of a death.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article