Estate Planning
At C.T. Harris & Company, we realise the importance for having a plan for what will happen to your assets if you are no longer able to manage them. We can guide you through the process of developing your estate plan by:
- Meeting to discuss objectives for your estate
- Confirming assets (i.e., reviewing all assets and identifying which entity owns the assets)
- Identifying if any assets are to be sold or transferred
- Liasing with your solicitor to get relevant documents prepared
- Completing and updating documents when required
Having these affairs in order gives clients peace of mind as they know that their wishes will be fulfilled.
What our clients say
Chris and the team at C.T. Harris & Company are friendly, always return your calls, and provide professional, prompt service and advice. Chris has always taken a genuine interest in us and our personal and financial goals.
Tony & Kathy Simon
Director, Simon Contractors
What our clients say
Chris is very knowledgeable and skilled accountant, business owner and investor. He is proactive in his approach to accounting and his solution focused. Chris is showing himself as a leader in his industry and in the CQ region.
Elize Hattin
What our clients say
I have worked closely with Chris and the C.T. Harris & Company team for many years supporting mutual clients. They personally understand the challenges agribusinesses face and have a deep knowledge of their clients’ businesses.
Matt Clarke
National Australia Bank Limited
What our clients say
For over two decades, Chris has been keeping his finger on the pulse of our family’s diverse business interests and investment. It gives me security knowing he understands what we are trying to achieve.
Dawn Slack
Slack Corp