Services

OLDER PEOPLE
Bringing back control to their affairs – providing advice and practical help in gathering up all the information they need to make their own decisions on the future of their assets.

  • Personal Vulnerability Assessments – to understand risks and priorities
  • Assets & Liabilities Assessments – to map all assets (credits) and liabilities (debits) and to calculate net worth
LASTING POWER OF ATTORNEYS / FAMILIES

Contracted support (with the permission of either the beneficiary or of their nominated Attorney if the LPA has been enacted) – to provide the critical information required for decision-making so the beneficiary or nominated Attorney can understand and consider in detail all the options.

  • Personal Vulnerability Assessments – to understand risks and priorities
  • Assets & Liabilities Assessments – to map all assets (credits) and liabilities (debits) and to calculate net worth
COMPANIES
Contracted services – to provide standard support for fraud examinations or for fraud risk assessments
  • Fraud examinations – to conduct full fraud examinations
  • Fraud risk assessments – to conduct formal, organisation-wide, fraud risk assessments