Succession, Asset Protection & Estate Planning

  • Structured planning for retirement, sale or intergenerational transfer, managing tax and commercial considerations.

  • Review and implementation of appropriate ownership and trust structures to manage risk exposure.

  • Establishing and reviewing trust arrangements to ensure clarity of control and long-term flexibility.

  • Strategic planning to manage wealth transfer between generations with consideration of tax and governance.

  • Integration of financial structures with estate objectives across tax, superannuation and asset ownership.

  • Collaboration with legal professionals to ensure estate documents align with financial and structural arrangements.

Building wealth is one thing. Structuring it well - and transitioning it thoughtfully - is another.

We provide structured advice to families and business owners who want clarity around succession, asset protection and long-term planning. Our role is to review existing structures, identify risk and provide coordinated, technically sound strategies.

Support includes:

Brooke McKitterick is a Certified Adviser through the Succession, Asset Protection & Estate Planning Advisers Association (SAPEPAA), reflecting advanced training in succession design, asset protection frameworks and intergenerational planning.


Structured planning begins with understanding your position. If you are ready to review your succession, asset protection or estate planning arrangements, we invite you to speak with us.

Get in Touch

We would love to hear from you and discuss your accounting needs. Please use the below form for one of our friendly team to get back to you within 24 hours. If you wish to make direct contact please use the contact details provided.

Contact Us

  • "McKitterick Chartered Accountants did my tax return this year. The service was outstanding. Brooke is professional, knowledgeable and efficient. She responded to all of queries promptly and made tax time a stress free experience. I highly recommend this business."

  • "Would recommend Brooke to anyone, easy to get along with and very professional. Will be working with Brooke from here on in."

  • "Brooke’s been looking after our personal and business finances for over five years now, and she’s honestly amazing. She’s helped us navigate some tricky tax situations and always finds smart ways to plan ahead. Thanks to her, we’ve been able to minimise tax and make the most out of our business together. Super easy to work with, always on top of things, and genuinely cares."

  • ‘’Brooke is very good at her job and would highly recommend her services. Being a small business owner I can trust Brooke to keep me updated on changes. Thank you’’

  • “Cannot recommend Brooke enough! Her attention to detail and wealth of knowledge has been an incredible asset to my business. Easy to talk to and very professional.’