We are lateral thinkers who take the “big picture” into account, addressing your needs from both a sound legal groundwork and also from a practical financial and risk controlled perspective.
Looking for a Lawyer who is Financially Savvy?
We are unique in that we are a “one stop shop” for legal and financial advice. We draw on both areas of expertise and over 30 years professional experience to provide our clients with sound practical legal solutions and comprehensive personally tailored financial advice.
We are approachable and friendly, firm when we need to be and yet at all times passionate about helping our clients achieve desired results and goals.
Legal & Financial is the financial advice arm of the firm, and Tamborine Mountain Law and Canungra Law provide the legal advice.
Sonya Treble, the Principal and founding member, was admitted as a Solicitor in 1985 and became a Certified Financial Planner© in 2003. She has a wealth of knowledge, life experience and expertise which she draws upon in advising clients in both law and financial planning.
Legal & Financial is built on your success, which is why most of our clients come to us by being referred to us by other clients. We are proud of our reputation which has been built over many years and is at the heart of our business.
“To see clients relieved from the stress of managing their own legal and financial affairs and knowing that they have confidence & trust in us is a privilege and the driver of our success and passion.”Sonya Treble
Principal of Legal & Financial Advisory Services
Sonya studied in both Switzerland and London prior to completing her Honours degree in Psychology and her Bachelor of Laws degree from Sydney University in 1984. Sonya has practised extensively in many areas of law, including Commercial Law, Family Law, Property Law, & Estate Planning, and has been the principal of her own legal practices since 1992.
What Our Clients Are Saying
Legal & Financial have been attending to our financial affairs for a number of years. In that time they have given both my wife and I excellent service and we would highly recommend them to anyone seeking legal and financial advice for delivery in a diligent and timely manner.
David & Greta C – North Lakes
Legal & Financial Advisory Services have advised me with my superannuation, retirement, insurances and income streams, and now age pension for over 13 years – I have found their advice to be invaluable and the service has gone “above and beyond”. I have absolutely no hesitation in recommending this firm to anyone needing financial advice.
L Conroy – Buderim
I have instructed Legal & Financial – Tamborine Mountain Law in many matters over the past 5 years, involving commercial and litigation law. I have always been extremely satisfied with the quality of the service and advice, and found them to be professional, approachable and efficient. I recommend their services to anyone needing legal and financial advice.
Chris Kite, Director Cedar Creek Cellars Pty Ltd & Etik Consultants Pty Ltd
Past President Tamborine Mountain Chamber of Commerce & Industry
I have used the services of Legal & Financial – Tamborine Mountain Law for various matters over the past 4 years, including my Family Law property settlement and commercial matters – I have always been happy with the service and found them to be efficient and professional.
Dave F – RTI Transport Inc; – Rockhampton
We both worked in the financial planning industry for many years in Sydney. After retiring we engaged the services of Legal & Financial for advice on our retirement income streams and underlying investment and also our estate planning. We have found this firm to have a very high level of service and professionalism and we are more than happy with the quality of advice. We found them very easy to deal with and would recommend their services without hesitation.
B & N Lino – Tamborine Mountain
I have employed Legal & Financial – Tamborine Mountain Law to take care of my conveyancing, property and estate planning matters over the past 5 years. They have always done a great job, and been accessible, friendly and approachable. I would recommend them to anyone needing their services.
A Harrison – Moore Park Beach
Our Commitment To You
- Take time to understand your needs
- Consider solutions from both a legal & financial perspective
- Provide effective, prompt advice & assistance
- Provide integrated professional advice
- Keep you informed
- Be accessible to you when you need us