Bill has been involved in and around financial services for around 40 years. Over the last 14 years he has concentrated on Estate Planning and wishes he had done it sooner. The job satisfaction he has gained from helping clients put their affairs in order and the peace of mind it offers them can’t be beaten.

Now he has helped hundreds of clients, processed more than 1200 Powers of Attorney and assists many financial advisers and mortgage brokers with estate planning solutions for their clients.

“No one has ever departed a meeting regretting they have put the appropriate plans in place. On the contrary, it’s usually a great relief to know they are organised”.