Xcelsior offers professional estate planning services tailored to your individual needs.
We will support you with important decisions every step of the way to help maximise and protect your wealth for future generations.
We understand everyone is different, so we provide a holistic approach, listening to your needs and tailoring our services to your requirements.
Our services
Trusts
Trusts are a way of managing wealth – money, investments, land or property – for you, your family, or anyone else who you’d like to benefit.
Will Writing
A Will makes inheritance a far quicker process and means your loved ones won’t have to wait longer than necessary to receive money. Without a Will your estate will be distributed according to the Laws of Intestacy.
" A very professional and friendly service. The information and advice given was relative and easily communicated. Overall a good listener to the needs and requirements for my situation. ”