Advisors' Hub
Calling financial professionals with an interest in Legacy and estate planning.
Estate planning starts usually involves a lawyer and the skills of financial planners and accountants who know their clients best.
Wills and Estate Planning Brisbane's advisors' hub is a resource for Tony's highly valued referring professionals.
We understand the time constraints imposed by hefty compliance requirements on financial professionals.
Our aim is to help lift the burden and provide useful information and sales support when requested.
It's about time-efficient teamwork and support
How We Support You
Stay current and compliant
Succinct updates via email or video on a needs basis
Ask what you need
Ad-hoc advice for advisors- we reserve a maximum of 3x 20-minute slots for advisors who need ad hoc advice for professionals we know
Group Q&A
Monthly Group Q&A Sessions with Tony Pereira recorded for your convenience
How We Can Help You Support Your Clients
Branding opportunity
A series of educational brochures as found here, co-branded with your business if you become a referrer
20 Minute Free Consultations
20-minute free client discovery sessions to educate your clients on your behalf
Business Advocacy
We embed your details and actively recommend your services in executor documents.
Register your interest
If you are an accountant, financial planner, insurance advisor or related industry professional we invite you to be a part of our preferred advisors group. An interest in estate planning legacy creation essential.