#86 Vik Sundar on Harmonising Estate Planning and Financial Advice

Whoever said you can't rule from the grave, never met Vik Sundar (LinkedIn:/viksundar) of Chamberlains Law Firm (www.chamberlains.com.au) – the country's fastest growing legal firm in Australia. Vik is Canberra's leading Tax and Estate Planning lawyer who works closely with Financial Advisers to ensure their client's assets, estates, businesses and families are protected when they're gone and while honouring their wishes. With a special guest appearance from Shaun Green (LinkedIn:/shaungreen1) of Spark Partners (www.sparkpartners.com.au); Vik explains how he successfully integrates the estate planning process with advisers and their clients, what his one piece of advice is for young advisers looking at buying into a business and whether robo advice is changing the Financial Planning and legal space… yet. Support us on Patreon - https://www.patreon.com/xyadviser Join XY Adviser - https://www.xyadviser.com Facebook Group - https://facebook.com/groups/XYAdviser General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction. They're big time supporters of advisers going solo and if you've ever dealt with their BDM team as we have, you'd know they are total legends! We're proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.