There is a need for all Australians to ensure they have an Estate Plan in place, which means more than just having a Will. Where superannuation is concerned, a Will is an inadequate mechanism of transferring wealth to a nominated beneficiary.
We have created these Standard Terms and accompanying Proposal Guidelines to protect designers from engagement risks and to encourage best business practice.
Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
We love seizing opportunities to support our network. We have been lucky to host some outstanding events with friends of our firm recently.
Our experts keep their fingers on the business pulse so we can provide the insights and advice our clients demand of us. We are proud to announce the promotion of four team members.
“We resolved our claim against CGU after almost ten years of litigation and, while we could finally put the past decade behind us, it’s years of our lives that we can’t get back.”