About Us
For over 30 years I’ve had the privilege of helping families achieve their financial goals, navigate the complexities of estate planning ensuring their legacies are protected and wishes honoured.
Peter Riordan
Estate Planning Consultant
A Unique Personalised Approach to Estate Planning
Decades of supporting families has proven to me one fundamental truth; no two families are the same. Each has its own distinct values , experiences, and challenges. Whether your priority is safeguarding your family’s future through trust planning, preparing for long-term care needs, or reduce the burden of inheritance tax, your plan must be tailored for you. Working alongside trusted professional partners my goal is to provide clear, factual guidance to help you navigate these crucial choices.
Empowering You Through Knowledge
I created Get-The-Facts to share 3 decades of insight through an accessible educational approach.
Estate planning can often feel overwhelming with unfamiliar language and complex taxation rules. As a subscribing member, you will receive a detailed, easy-to-digest publication each month covering a specific topic-building your knowledge step-by-step so you can make decisions with clarity and confidence.
What members receive each month:
Real Case Examples: Practical insights into how estate planning works in real life.
Guidance-without the jargon: Clear explanations of legal terminology and taxation rules.
Proactive Planning Strategies: Guidance on advance planning and staying ahead of legislative changes.
Members Savings: Exclusive discounts across our range of specialised estate planning services.
Simple, Affordable , and Flexible
For less than the cost of a couple of lattes each month, you gain access to expert learning materials to keep for future reference when needed. Why is this a subscription offer? The concept is simple: by sharing knowledge in this way we can educate and empower far more people than through individual consultations alone keeping costs down and passing those savings directly to members ensuring expert advice remains affordable.
There are no long-term obligations –you are free to cancel your subscription at any time.
Our purpose is simple: to educate, build confidence, and give you more control over your financial legacies
By working together, we can secure your legacy on your own terms
Why Get-The-Facts ?
Helping You Understand Before You Commit
Dealing with legal or complex financial matters can feel overwhelming. The unfamiliar language, the volume of paperwork, and the associated costs can make it difficult to know where to start. When you work with a professional, you’re not just paying for their time—you’re paying for the years of experience and expertise that ensure everything is handled correctly and your interests are protected.
It’s normal for a professional to explain the process, outline what’s involved, and use terminology that may be unfamiliar. Translating this into clear, understandable information is an essential part of the service, but it can also take time—varying from person to person depending on their level of understanding.
By being prepared with the right information, you can help streamline this process, reduce the time spent on explanations, and ultimately minimise some of the costs involved.
Why Being Informed Matters
When we meet people for the first time, they often come with an urgent concern that needs attention. Before we can make progress, I need to understand their current level of knowledge and what they already know. This usually involves explaining legal terms, outlining processes, and clarifying how certain decisions may affect them and their families.
Many people have a general idea of what they need to do, but often delay taking action because their understanding is limited. Unfortunately, this can mean missing opportunities or reaching a point where certain options are no longer available. With a small amount of forward planning—and the right guidance—many of these issues can be avoided entirely.
Get-The-Facts
Get-The-Facts provides essential information before you engage professional services, helping you approach your situation with confidence and clarity. You’ll gain an understanding of key terms, the steps involved, and what to expect, so your time and money are used effectively.
Save Time. Save Money. Stay in Control.
Get-The-Facts and start every conversation better prepared. You’ll know which questions to ask, how to make informed decisions, and how to recognise good advice when you hear it.
