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Protect your legacy. Plan for what’s next.
Whether you’ve built a business, a property portfolio, or just want to safeguard your family’s future — your legacy deserves more than a rushed will and a handshake deal. At PAL, we help business owners and individuals protect what matters with clear, tailored strategies for estate planning, succession, and asset protection. Less red tape. More peace of mind. And no courtroom drama (or family group text disasters).
We liaise with legal professionals to draft wills that reflect your full wishes — not just your assets, but how you want to be remembered.
If something happens and you’re unable to make decisions, an EPOA ensures someone you trust can handle your financial and personal affairs on your behalf.
These outline your preferences for medical care in the event you can’t speak for yourself. It’s not the most fun topic, but it’s one of the most important.
Want to keep your wealth within the family bloodline? We can set up trust structures to help ensure your legacy stays where you intend it to.
These ensure your self-managed super fund benefits are distributed tax-effectively and in line with your broader estate plan.
Protect what you’ve built — before someone else tries to claim it.From legal risks to financial disputes, asset protection is all about forward-thinking: how can we keep your personal and business assets safe, no matter what life throws at you?
You’ve spent years building your business — late nights, early mornings, big risks, bigger sacrifices. So when it’s time to step back, the handover should feel calm, clear, and on your terms — not rushed, messy, or reactive. Whether you’re looking to sell, pass it on to family, or hand the reins to a trusted team member, we’ll help you build a succession plan that protects what you’ve built and supports what comes next — for you and the business.
We’re not just here to sort out your paperwork. We’re already in your corner — we understand your finances, your goals, and your family dynamics (the fun ones and the tricky ones). That gives us a unique vantage point to help you plan, protect and pass on your wealth in the smartest, cleanest, and most stress-free way possible.
If you’re tired of flying blind or feeling buried in admin, let’s chat. Whether you need bookkeeping support, smarter reporting, or a full-service accounting partner, PAL Accounting & Advisory is here to help.
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