Legal Services

Most people need quality legal advice at some point in time.

Through our arrangement with CP Lawyers, we can assist you to obtain quality advice on all of the common areas of need. This includes things like wills, general powers of attorney, medical powers of attorney, co-ownership agreements, contracts, etc. All services are provided with Einstein’s principle in mind: things should be as simple as possible – but no simpler.

CP Lawyers are also experts on legal structures to ensure optimal business planning, investment planning, asset protection and succession planning. They also specialise in advising on things like loan contracts, guarantees and other aspects of helping other people you know meet their own financial objectives. And if you find yourself in some form of dispute, they can help out here as well.

It makes sense to get your financial adviser to organise these services for you. By getting us to talk directly with your legal advisers you ensure that those legal advisers completely understand the financial aims their advice is designed to meet.  And because we have an ongoing arrangement with CP Lawyers, you can be sure that the work will be done as efficiently as possible.

What’s more, CP Lawyers specialise in working in conjunction with financial advisers. They do this all day, every day. This means that the financial impact of their advice – and whether it complements your existing financial plan – is always at the forefront of their thinking.

Tony Pereira

Lawyer & Estate Planner

Tony has advised business proprietors, entrepreneurs and private clients for over 25 years, including more than 20 years as a legal firm owner/principal.

His professional career commenced in 1988 while working for a multinational professional services firm in the area of taxation, and subsequently he has worked in a variety of commercial and private client focused roles.

Tony has extensive experience advising private clients about their asset protection, estate administration, wills and estate planning requirements.

Tony holds degrees in commerce and law from the University of Queensland and is admitted to practice as a legal practitioner in the Supreme Court of Queensland and High Court of Australia.

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