Business background

real consulting services is privately owned and managed by experienced professionals from a range of disciplines. real has a clear business focus on making estate and succession planning easier and more available for business owners and private clients.

real consulting services holds an Australian Financial Services License number 274531. real only provides advice in life risk insurance and superannuation as part of the facilitation process in estate and succession planning. real provides this facilitation service to clients through professional relationships with general insurance brokers, accountants, financial planners and lawyers.

Business focus

Our focus is purely on estate and succession planning and addressing personal and business risk management as part of our unique estate and succession planning process.

We do not provide legal advice but facilitate the appropriate services through established relationships with leading law firms who support the real process to deliver cost effective and timely outcomes for clients.

Our People

real has a team of facilitators who are highly experienced in managing and coordinating estate and succession planning for clients on a national basis. Our facilitators have strong project management skills which allow them to work with clients and their professional advisers to get the job done.

Brant Dillon

Brant is the founder and Managing Director of real consulting and has over 20 years experience in the financial services industry. Brant also consults to major financial institutions and one of Australias leading law firms and is recognized for his expertise in this field. He is a regular speaker at national conferences and professional development days and has a number of qualifications including a masters degree in financial planning.

Laura McAdam

Laura has over 18 years experience in the accounting and financial services industries, previously as an owner of an accounting firm advising SMEs in taxation and strategic planning, and more recently with a leading financial services group specialising in Self Managed Superannuation Funds. Laura is a Fellow of CPA Australia and holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. Laura now brings her knowledge and experience to real in the facilitation of personal and business estate and succession planning.

Derek Morgan

Dereks experience in the sector spans over 12 years and has included positions in business development, product development and private client wealth management. Over the past 5 years Derek has been a senior consultant with a leading financial services group specialising in risk management and estate planning and brings his experience and expertise to real.