With an extensive background in teaching and retail management, Jordana (Jo) Taylor has always been dedicated to helping her students or clients achieve the right outcome for their circumstances. Now as a law clerk specialising in estate planning, Jo is committed to helping her clients find the right solution for their family situation, so they can achieve peace of mind and security for their loved ones.
Jo's strategy is to listen to the wishes and concerns of her clients so she can develop their trust and help them find the most effective plan according to their circumstances. Every client has a different family background and financial situation so there is no 'one size fits all' solution. She finds that most people hold back from estate planning because they don't understand what is involved and they are concerned that the process will be costly and time-consuming. Jo is concerned that these fears prevent people from recognizing the distress and complications for family members, and she wants to alleviate their concerns about estate planning through her excellent product knowledge and reassuring approach.
"I want my clients to understand that this is in their family's best interests and that I can help them find solutions by offering choice."
Jo says that estate planning is more than just writing a will, although even this task is more important than people realize.
Getting your affairs in order can be a difficult process, and quite daunting for some people. Years of experience in dealing with people's private lives, Jo has the skills and knowledge to make the whole process comforting, safe and empowering, by putting people at ease in some of the most difficult of circumstances, with confidentiality and integrity, to ensure their peace of mind, in making informed decisions, in their own time.
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29 Mein St, Spring Hill, QLD, 4000
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