30 Minute Strategy Session

Book a 30 minute strategy session for assistance with:
- estate planning strategy options;
- extra support writing your Letter of Wishes;
- an estate that you are beneficiary or executor or administrator of; or
- advice about asset protection of current assets (including inheritances you have received).

You will be invoiced $275 (incl. GST) which will be invoiced and payable at the end of the meeting.

If the meeting exceeds 30 minutes we will invoice you for the time spent together at the rate of $550 (incl. GST) per hour or part-thereof. This meeting may require us to prepare by reading existing trust or will documents, and we will let you know if this time is required and the likely cost for this preparation in addition to time in our meeting.

Couples Packages

If you are planning as a couple, whether partnered, married, or a blended family, all of the packages and prices for my fixed fee work are available on the next page.

If you don’t see a package to suit your needs, please email me at lucy@hhep.com.au to introduce yourself and we will make a time to chat and discuss your needs.

Solo Packages

If you are planning as an individual, whether separated, divorced, or in a relationship but planning on your own, all of the packages and prices for my fixed fee work are available on the next page.

If you don’t see a package to suit your needs, please email me at lucy@hhep.com.au to introduce yourself and we will make a time to chat and discuss your needs.