Hamilton Blackstone Lawyers prides itself on supporting the "full service" proposition to clients. We work closely with Financial Planners to ensure that the services we provide are consistent with, and operate in conjunction with, your financial services to your clients. Think of us as an extension to your service offering.
As a first step, take a moment to read this flyer.
We understand and respect the critical relationship you have with your clients, which is why we work closely with you and your licensee to ensure that your clients' estate planning needs are properly looked after.
We encourage our clients to build a relationship with a Financial Planner, because we understand that estate planning is only one aspect of a client's financial life cycle. Estate and financial planning play critical roles in a client's life - from birth right up to the distribution of their assets upon their death - and we believe that these services are not mutually exclusive.
You have access to your own Planner Services Portal, which contains our entire knowledge library, including articles, technical content, sample disclosures for your Statements of Advice (around the importance of estate planning), learning material and marketing collateral. New material is uploaded to the Portal on an ongoing basis. You can "white label" our material for your own business use as well! Like your clients, you can use the Portal to communicate with us directly.
To find out more about our Planner Services Portal, or to request user access, please email us.
Please contact our Managing Director to discuss how Hamilton Blackstone Lawyers can support you in the delivery of financial and estate planning services to your clients.