Year One: Fee $15,000 (inc GST) (valid for 12 months from date of payment)
✔ One face-to-face meeting, including travel & accommodation (all other face-to-face meetings will be charged travel & accommodation costs)
✔ Estate & Succession Master Plan report provided in 90 days
✔ Taking you through all our questionnaires, conversations and checklists, to ensure your future direction and family harmony is targeted
✔ Zoom meetings between ourselves, family, and all children
✔ Full facilitation of other professional involvement
✔ Introduction for Due Diligence and Distribution Matrix meeting with Mark and Solicitor*
✔ Facilitation of Future Planning Reports, Wills and Enduring Powers of Attorney, Advance Health Directives, via our chosen solicitor*
✔ Management of all projects, meetings and required tasks to ensure your work with the other professional advisers is completed
✔ Meeting with ourselves, relevant professional advisers, family and children to establish the Strategic SuccessionTimeline
✔ Providing your draft Legacy Letters
✔ Regular Zoom meetings with Mark or our professional team members as required.
✔ Referral for a Farm Viability Report if required*
✔ Providing facilities for family coaching or counselling if required*
✔ Explaining Kolbe Profiles for families, where required*
✔ Access to document ‘Vault’ holding all legacy and succession documents
✔ To update and maintain the Succession Timeline continually to ensure ongoing relevance
Year Two and Subsequent:^ (billed 12 months from the initial payment, unless not required)
*Professional charges may apply. Not all services may be required.
^Billed 12 months after the date the initial invoice is paid.
What else do you need to know?
Once you have engaged us, your initial face-to-face meeting is included. All subsequent virtual meetings are included.
For additional face-to-face meetings, unless within 100km of Brisbane, travel and accommodation costs are shared between clients visited on that trip. (If public travel is impractical, time-wasting or inappropriate, we will make other arrangements).
Travel and ancillary costs will be advised and invoiced beforehand if you request any extra face-to-face meetings.
We do not provide ANY specific legal, accounting, or financial planning advice. Any conversation we have will be of a ‘general nature' only. Other advisors will provide specific advice.
We only work with our recommended Solicitors, who are estate planning specialists. Your outcomes are far too important to settle for inappropriate advice from a generalist. (PLEASE NOTE: We do not receive any financial benefits from our referrals. We use these professionals because they are specialists, and we trust their advice.)
Time is always of the essence in working together.
Our standard outcome is to provide your Succession Master Plan in 90 days. However, there may be unavoidable delays, sometimes caused by clients’ ongoing deliberations.
We only engage with clients who wish for success with our process.
PLEASE NOTE: After an initial 5-day cooling-off period, there are no refunds (as much of our value and direction is provided up-front).
This Agreement is governed in accordance with the laws of Australia.
Changes to Agreement
Strategic Evolution Global Pty Ltd. reserves the right to modify these Terms of Service at any time.
If you have any questions about this Agreement, please feel free to contact us via the below details:
STRATEGIC EVOLUTION GLOBAL PTY LTD.
P O Box 778, Main Beach Qld, 4217
Telephone: 0418 743 888
FOR FURTHER INFORMATION ON PRIVACY CONTACT THE:
Office of the Federal Privacy Commissioner
Telephone: 1300 363 992