Estate planning specialists build referrals

by |

Equity Trustees Limited (EQT) is showing the importance of specialist estate planning, and Aon Hewitt has received the message, creating a referral service between the two companies.

Through the partnership, Aon Hewitt will have access to the services and assistance of EQT’s accredited estate planning and wills specialists, on behalf of its clients. This will eventually be extended to members of the Aon Master Trust and corporate clients.

“Australia’s aging population and the transfer of wealth from baby boomers to their children and grandchildren means that estate planning is an area of key importance to Aon Hewitt advisers,” said Jayson Walker, general manager, Aon Hewitt Financial Advice.

“As a licensee we are keen to assist our advisers in ‘future-proofing’ their business wherever we can. One of the ways we hope to do this is by introducing solutions that help our advisers add value to their client relationships, and assisting multiple generations of a client’s family to see the difference that quality holistic financial advice can make to their financial situation is a good way to do that.”

Geoff Rimmer, head of Private Wealth Services at EQT, said they are seeing an increasing level of interest among advisers in accessing the kinds of specialist assistance and expertise that EQT offers.

 “Rather than attempt to be all things to all people, many advisers are recognising that a better approach – both for them and for their clients – is to have access to a network of experts that can be called on as and when needed.”

More stories:

Weird and Wacky Wills

Be the hero in your clients’ eyes

Decision time for advisers