BERTOLLO ADVISORY

Our focus is building a long-term relationship with our clients and their advisers. This allows us to develop a deep understanding of our clients, thereby ensuring a more organic and robust estate plan and providing peace-of-mind for our clients... Our client base covers a broad spectrum. We mainly act for business owners or people with complex arrangements (eg trusts; SMSFs), estate planning issues (eg blended families; vulnerable children) or potential multi-generational issues (eg children working in a business). We prefer to work closely with a client's other professional advisers (eg accountants; financial planners; etc)... We pride ourselves on work being completed in a practical, timely and professional manner. We seek, and welcome, feedback from clients and their advisers, so as to help ensure our processes remain client-friendly and efficient. Given our focus on estate planning and deceased estates, we do not perform work in other areas of law. However, for clients with..

Also known as: Bertollo Advisory Pty Ltd

Primary location: Bowral Australia