Estate Planning
About this service
Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.
An estate plan is designed to help protect your family and loved ones minimise taxation upon transfer of assets in a legal and logical manner as well as ensuring your wishes are followed.
An estate plan involves more than just preparing and signing a Will. Effective estate planning takes time and careful contemplation. Your estate plan will comprise various documents to ensure the effective management and finalisation of your affairs so that your life’s efforts reward those you intend to benefit.
An estate plan is particularly important if:
-
Your family has complex needs as a result of second marriages or loved ones with special needs; and
-
There is a history of or the potential for family disputes.
We can help you with a broad range of aspects of your financial life with proven strategies and plans in the following areas...
Retirement Planning
Accurate financial planning maximises your retirement wealth so that you can enjoy peace of mind and quality living. We want you to retire comfortably and without worry.
Investments
We will work together to set financial goals, determine an acceptable risk tolerance, and find the right investments for you to build your future wealth.
Superannuation Advice
Take the uncertainty out of the Superannuation system in Australia by allowing us to educate you on your options to maximize your advantages.
Self-Managed Super Fund
Is a self-managed super fund right for you? Learn more about your options and if capitalizing on an SMSF makes the most sense for your financial planning.
Wealth Planning
A successful wealth plan includes tailored strategies for each client, addressing their unique needs and situations, regardless of the complexity.
Wealth Protection
We will create a well-tailored protection plan to reduce the associated risks with wealth accumulation and the protection of current assets.
Estate Planning
Designed to help protect your loved ones minimise taxation upon transfer of assets in a legal manner as well as ensuring your wishes are followed.
Aged Care
As you get older, it can become harder to do things on your own. We provide numerous strategies to assist with your needs so you can do what you love.
