Confidentiality and integrity
Confidentiality is important to you and us. That’s why you won’t see the names of our clients on our website, in the media or talked about at a conference, nor do we contact people who may be beneficiaries unless we have your permission.
We perform our research services to the professional standards your clients expect. When we handle information concerning living people we do so with appropriate discretion and in accordance with Australian Privacy Principles. If a conflict of interest arises, we disclose it, and we never withhold, suppress, or knowingly misquote or misinterpret data.
Beneficiary Finders can work with you or someone within your practice, or as part of a cross-border team; on a discrete piece of research, or start from ground zero with as little information as a name. Although if we’re honest we’d like a tiny bit more detail than that!
Our genealogist understands the principles of succession at common law and relevant Australian statutes, so we won’t waste your money and our time chasing down irrelevant people, descendants or ancestors.
After we receive your instructions, we prepare a Costs Estimate including the services we believe may be necessary.
Once we reach agreement, we get underway.
Our research services rely on access to the right information or document, and while the time it takes to apply for and access some records is beyond our control, we offer a priority research service for urgent matters.
Get in touch with us and we’ll work with you to understand what you need. And if it’s not within our skill and knowledge, we’ll say so and find the right person you need.