Referrer – Accountants and Financial Planners

Working Together to Support Your Clients

We believe in providing a holistic approach. We support clients by listening to their needs, offering clear and easy to understand advice, and delivering exceptional customer service.

We believe in building strong relationships with accountants and financial planners to be able to offer a holistic approach when helping clients find solutions to meet their legal and financial needs. In many cases, there are overarching legal issues when someone is managing their financial affairs. We aim to support clients by ensuring that their best interests are always protected, whether they are navigating a family law matter, setting up a new business venture, creating their estate plan, or buying and selling property.

Our Expertise

Our lawyers have the legal knowledge and expertise to ensure your clients get the advice they can trust and that their matter will be handled quickly, in the most cost-effective way possible. We have specialist teams that cover most areas of law including:

Attwood Marshall Lawyers are proud to boast one of the largest and most experienced Wills and estates departments in Australia. Our expert legal team can assist with estate planning, retirement planning, asset protection, as well as disputes that arise over estates. We can assist executors and administrators with the administration process after someone passes away.

In addition to our strong service offering in Wills and estates, we have a dedicated Family Law team. Our family lawyers can assist people who are going through the process of separation, divorce, a property settlement or anyone involved in a parenting dispute. Our team also have the experience to help people who need advice related to domestic and family violence situations.

When it comes to property matters, we are highly experienced in PEXA electronic conveyancing to ensure we deliver quick and simple digital property transactions, to anyone buying or selling commercial or residential real estate, which has been essential during the COVID-19 pandemic.

We’re Accessible

If your clients require appointments outside of regular business hours, our team are available Thursday night and Saturday morning at our Robina Town Centre office. We know that when it comes to legal matters, there are many clients who need advice urgently, so we are readily available. We also have a 24/7 phone line so anyone can reach us around the clock if their matter is critical. Call 1800 621 071 to speak with our team any time.

Submit a Referral

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WHAT TYPE OF SERVICE DOES YOUR CLIENT NEED?

Client's Full Name

Client's Phone Number

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How We Work

Reach Out

Do you have a client who would benefit from a FREE initial consultation* with one of our lawyers? Complete our referral form and we will contact them.

Connect

Our Department Manager will connect with your client to discuss their needs and put them in touch with the right lawyer to help them with their matter.

Consult

We will arrange for your client to meet with their lawyer.

Feedback

If your client would like to keep you in the loop, we will provide you with updates throughout the matter so that you can continue to assist your client with all their financial needs and understand when the legal process has completed.

The offer of a free initial consultation will be based on the enquiry type and area of law. Please speak to our Department Managers for further information.

Download a Brochure

We have a range of brochures to help answer any questions you or your client may have about their legal matter and what the process is should they require assistance.

Meet our Partners

We have specialist departments across all areas of law, headed up by a Partner who practices exclusively in that area. This enables us to provide an all-round legal service to our clients while retaining the ability to provide specialist advice for each area of law.

Jeff

Garrett

Legal Practice Director

Wills & Estates, Estate Litigation, Property & Commercial, Compensation Law, Commercial Litigation, Criminal Law, Racing & Equine Law

07 5506 8201

0419 304 174

Jeremy

Roche

Partner

Compensation Law

07 5506 8222

0417 731 119

Charles

Lethbridge

Partner

Commercial Litigation

07 5506 8240

0421 885 195

Angela

Harry

Partner

Wills & Estates

07 5506 8211

0423 773 686

Meet our Department Managers

Each of our departments is managed by a Department Manager with extensive experience and impeccable customer service skills.
The Department Manager will review the enquiry and confirm that it is a matter we are able to help with and then immediately direct the matter to the right lawyer to suit the client’s needs.
The Department Manager will make an appointment for the client to see the appropriate lawyer and take care of all necessary arrangements, supporting the client throughout the process.