Our initial consultation is at your home or workplace, completely complimentary and with no obligation. Contact us today on (02) 9293 2500

ESTATE PLANNING

We specialise in the area of Estate Planning and provide advice as licensed financial planners with over 25 years’ experience.

 

WELCOME TO Evermore partners

EverMore Partners believe estate planning for professionals and small business owners is the careful and prudent management of business, personal and superannuation assets before death, so that your wishes and preferences are met, with taxation and other costs minimised, or even eliminated.

 

It is highly satisfying and greatly rewarding, that I find myself, in a privileged position to be able to offer you my expertise and insight in the area of business and personal estate planning.

 

When it comes to estate matters, I believe everyone deserves to have access to their very own, trusted ‘Estate Planner’. At EverMore Partners, I can be that person acting for you personally or in your professional capacity.

 

I take a holistic approach when considering your personal, family and business succession, wills and estates and asset protection requirements.

 

Please do not hesitate to contact us for further assistance regarding your Estate Planning objectives.

 

Yours faithfully,

 

 

 

 

 

 

Ned Ticic

EverMore Partners

 

Authorised Representative of Dover Financial Advisers Pty Ltd AFSL 307 248

We are Corporate Authorised Representative No. 1248288 of Dover Financial Advisers AFSL 307 248

Ned Ticic

EverMore Partners

 

Authorised Representative of Dover Financial Advisers Pty Ltd AFSL 307 248

We are Corporate Authorised Representative No. 1248288 of Dover Financial Advisers AFSL 307 248

Who we are

We have been successfully assisting clients in accumulating, preserving, protecting and distributing wealth for over 25 years. We have expert knowledge in the areas of income and cash flow management, business and personal risk management, investment strategy, superannuation retirement planning, will and estate planning and business succession planning.

 

Experience

 

Our commitment to you is that clients deal directly with the ‘Principal Adviser’.

We will take the time to understand each client’s requirements and provide solutions quickly.

Clients can expect direct adviser contact with efficient delivery of advice and practical management. We also aim to make the process, as easy and hassle-free, as possible.

 

Reputation

 

We only deal with reputable product providers to accommodate clients in whatever financial requirements are needed.

All relevant legal documentation and advice will be provided by our legal partners such as; Robert Monahan Estate Lawyers; Peter Townsend & Associates; MLA Lawyers and others.

Our partners have been successfully advising and assisting clients, in estate planning matters for over 20 years.

WHAT MAKES US DIFFERENT?

 

"We provide clients with comprehensive solutions, not just products.

EverMore Partners recognises that each client is unique and by being flexible and understanding in our approach to practical solutions. Starting with the client’s best interest, we can add real value in an efficient and successful manner.

 

In addition to our competitive rates, we understand the importance of listening to the clients concerns and structuring their financial affairs to meet specific needs. ‘’

 

 

10 QUESTIONS TO ASK YOURSELF

  1. Who do you trust to represent you, during your life (whether incapacitated or no) and on your death?
  2. To whom are you accountable?
  3. What impact do you want to have on society and your community?
  4. How will your beneficiaries cope with their inheritance?
  5. What promises, warranties, indemnities or contracts you have made will survive your death?
  6. Are there any disadvantaged people in your group?
  7. How do you plan to extract the value of equity you have invested in your business?
  8. What financial risks are you under and how do you intend to minimise those risks?
  9. How do you expect your family to operate in the event of your incapacity disability or death?
  10. Do you know an expert to assist you in all this stuff?

 

 

OUR BUSINESS PARTNERS

"We will work closely and in partnership with your financial planners, bankers, accountants and other business advisers to ensure a coordinated approach, yielding trustworthy and relevant advice meeting with your estate planning objectives.

 

We also use the most trustworthy companies on the market  such as the following...."

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Our Services

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Level 29, 2 Chifley Square, Sydney NSW 2000

+61 2 9293 2500

email@evermorepartners.com.au

EverMore Partners Pty Ltd

ABN 82 614 529 378 is a Corporate Authorised Representative  (number 1248288) of Dover Financial Advisers

Pty Ltd ABN 87112139321

AFSL 307248

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

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Our initial consultation is at your home or workplace, completely complimentary and with no obligation. Contact us today!

ESTATE PLANNING

We have been successfully assisting clients in accumulating, preserving, protecting and distributing wealth for over 25 years. We have expert knowledge in the areas of income and cash flow management, business and personal risk management, investment strategy, superannuation retirement planning, will and estate planning and business succession planning.