Financial and Professional Service Providers
We handle the legals, so you can focus on what you do best.
Commercially-sensible and practical legal solutions, for fixed fees.
Our team has over 45 years of collective legal and business experience.
We adopt a commercially-savvy, practical approach to identifying and managing risk, so you can service your clients without unnecessary legal hassle.
We offer fixed-fee services, so you know what it will cost before you begin.
We service professional services businesses at all stages of the business lifecycle. Our services include:
Business Setup:
- Company Incorporations
- Family Trust and Unit Trust Setups
- Shareholders' Agreements and Unitholders’ Agreements
- Negotiating Lease Agreements
- Insurance Reviews
Client Engagement:
- Client Service Agreements
- Terms and Conditions
- Client Onboarding Automation Advice
- Service Delivery Automation Advice
Human Resources:
- Employment Agreements
- Contractor Agreements
- Referral Agreements
- Profit Share Agreements
- Commission Agreements
- Employee Share Schemes
- Employee Share Option Schemes
Financial Services Compliance:
- Australian Financial Services Licence (AFSL) Applications
- Compliance Audits and Advice
- Compliance Document Drafting
Data Privacy and Security:
- Privacy Compliance Audits and Advice
- Data Handling Advice
- Privacy Policies
Business and Asset Sales and Purchases:
- Heads of Agreement
- Business Sale Contracts
- Share Sale Agreements
- Lease Assignments and Transfers
- Licence Transfers
- Client File Transfer Consents
- Business Handovers
David has been exceptionally reliable and responsive as my lawyer. David has an immense understanding of the latest technology and how to protect your business and endeavours as you grow.
I have been very happy with the level of service provided by David for my business purchase. He was very professional, prompt in returning emails, phone calls and finalising our work in a timely manner. He provided excellent legal advice based on my personal circumstances and considered all aspects to maximise the outcome during my contract negotiation process. We highly recommend him!
David always over delivers, while meeting deadlines and nothing is ever too much hassle. I highly recommend David. It’s been a pleasure working with him.
Creo Legal has been exceptional for our business. They align their business model with success for their clients rather than endless complexity and billable hours. Their solutions are business minded, creative and cost effective. Their lines of communication are simple and effective and they always deliver on what they say they will do.
Frequently Asked Questions
We service businesses small and large within financial and professional services, including law firms, accounting firms, financial planning firms, and finance brokers.
We generally charge fixed fees. What we charge is highly transparent as we recognise the value of cost certainty for any business. Unlike most lawyers, you won’t incur costs simply speaking to us about your business.
Our business lawyers have firsthand business experience, unlike most commercial lawyers. When engaging with us, you’ll only deal with senior lawyers and not juniors or paralegals. We are also experts in various niche areas so our lawyers will not have to reinvent the wheel.
We are a full-service commercial and corporate law firm. We specialise in providing commercial legal services to other professional and financial services firms.
Our lawyers are highly experienced practitioners with real experience launching, running, scaling and selling businesses. Our core value is providing insights from our experience and identifying and addressing legal risks that we have dealt with many times before.
The first step is to have an initial free consultation with one of our senior lawyers. We will then prepare a scope of work and a fee proposal for your consideration. If it is acceptable to you, we will send you engagement documents for digital signing before we commence work on your matter.
Our firm was established in 2017. Collectively, our lawyers have over 40 years of experience in law and business.
We offer free initial consultations for all clients.
One of our senior lawyers will be your primary contact person. There may be other lawyers involved, depending on the size and complexity of your matter.
Reach out to us to book in a free initial consultation, and one of our senior lawyers will guide you through the process of engaging our firm.
We service clients Australia-wide and overseas.
By law, all communications between you and our firm are protected by legal professional privilege, whether or not you formally engage us to act on your behalf. We are legally bound to maintain full confidentiality of all things you discuss with us.
Depending on what type of client you are, or what industry you operate in, our Client and Industry pages may contain case studies and examples of the successes we have assisted our clients to achieve.
Set up, grow, scale or sell your business with specialist legal guidance.
Book a free consultation with us and let’s talk about how we can help your business mitigate risk and succeed and stay competitive in the market.
