Partner with Aditi | Legacy Planning for Trusted Professionals

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Legacy grows stronger together

When you guide your clients through life’s biggest moments, you become part of their story. With Aditi by your side, you help protect it, with warmth, wisdom, and unwavering support.

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Partnerships that protect more than just wealth.

We work with trusted professionals who want to offer their clients more. More guidance, more peace of mind, more meaning.

Financial Planners

Financial Planners

Help your clients plan with heart. We bring legacy support that’s thoughtful, practical, and lasting. So your guidance goes beyond wealth.

Partner as a Financial Planner

Bookkeepers

Bookkeepers

You're their steady support. We help you gently extend that trust into legacy conversations. Making complex moments more human and manageable.

Partner as a Bookkeepper

Accountants

Accountants

You simplify complexity. Aditi helps you guide clients through future planning with calm clarity. Turning spreadsheets into stories that last.

Partner as an Accountant

Why partner with Aditi?

Extend your impact

Help clients plan with purpose and not just protect their assets. Together, we turn financial moments into legacy milestones with calm, care, and clarity.

Strengthen your relationships

You’re already a trusted guide. With Aditi, you deepen that trust, offering meaningful support through life’s most complex transitions.

Grow your practice with purpose

Offer services that go beyond compliance and into care. Stand out, build reputation, and open new value-driven conversations.

Referral Partners

Referral
Partners

Start the conversation.

Introduce clients to Aditi and let us handle the rest with calm clarity, compassion, and care. You stay the trusted guide. We carry their legacy forward.

Connect with Us

Collaborative Partners

Work side by side.

Co-create solutions and client journeys with us, blending your expertise and our legacy services. This is teamwork that feels human, helpful, and deeply aligned.

Connect with Us

Educational Partners

Empower through knowledge.

Access Aditi’s toolkits, workshops, and guides to help clients prepare, plan, and protect what matters. Even before they’re ready to act.

Connect with Us

10 reasons to partner with Aditi

1. We support your clients for life, not just a transaction.

2. We speak the language of empathy, clarity, and care.

3. We simplify legacy planning so it's easier to begin.

4. We personalise every journey to each client’s needs.

5. We help you offer more than financial advice. You offer peace of mind.

6. We make hard conversations softer and more human.

7. We extend the trust your clients already place in you.

8. We lead with values: integrity, kindness, and respect.

9. We stay connected through life’s changes and transitions.

10. We do things properly, thoughtfully, and with heart.

Because legacy isn't just what we leave behind. It's what we build together.

Become a Partner

Aditi Wills & Estate Planning a Division of AUS Estate Management © 2024.

Aditi acknowledges the Traditional Custodians of the lands on which we operate and pay our respects to Elders, past and present.

Partnerships that protect more than just wealth.

Financial Planners

Bookkeepers

Accountants

Why partner with Aditi?

Referral Partners

Referral Partners

Collaborative Partners

Educational Partners

10 reasons to partner with Aditi

10 reasons to partner with Aditi

1.

We support your clients for life, not just a transaction.

2.

We speak the language of empathy, clarity, and care.

3.

We simplify legacy planning so it's easier to begin.

4.

We personalise every journey to each client’s needs.

5.

We help you offer more than financial advice. You offer peace of mind.

6.

We make hard conversations softer and more human.

7.

We extend the trust your clients already place in you.

8.

We lead with values: integrity, kindness, and respect.

9.

We stay connected through life’s changes and transitions.

10.

We do things properly, thoughtfully, and with heart.

Related Content

Building Your Dream Team: Why You Need Both an Estate Planner & Financial Planner

The True Value of Estate Planning: More Than Just Wills & Inheritance

Estate Planning as a Team Effort: Why Involving Your Loved Ones Matters

Building Your Dream Team: Why You Need Both an Estate Planner & Financial Planner

The True Value of Estate Planning: More Than Just Wills & Inheritance

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