Impressive Meetings

Hayden Drinovac, Client Services Manager, Insight Business Partners Pty Ltd

Hi Tom, Thank you for the meeting with [my clients] yesterday, I was very impressed with the way you ran the meeting and educated the clients as you went along. I will certainly refer future clients for estate planning in the future.

We also have another high wealth lobster fishing client who needs a trust deed update, change to a corporate trustee from four individuals and a title update on a commercial property that they hold in the superfund once the corporate trustee is swapped over.