Your inheritance is about more than just money. If one of your goals is to build a legacy for yourself and future generations, we can help with the financial aspects of estate planning and can work with you to:

  • help plan for what your legacy could look like
  • understand who the legacy could affect and how you could reach your inheritance goal.
Shane Mitchell

Written by

Shane Mitchell

Director | Senior Financial Adviser

Shane Mitchell is an experienced Financial Adviser who is committed to making personal wealth management more accessible to the general population.