Estate Planning
What We Offer
Preserve your legacy and protect your assets with our comprehensive Estate planning services.
Safeguard your legacy with a comprehensive plan to manage and distribute your assets according to your wishes. Our dedicated financial planners will closely collaborate with you to understand your unique estate planning goals and objectives.
We’ll guide you through the creation of a will, offer expertise in establishing trusts if necessary, and provide insightful guidance on minimising tax implications. Rest assured, your estate plan will be meticulously crafted to align with your financial aspirations, family circumstances, and legal requirements. With our support, you can have peace of mind knowing that your legacy will be preserved and your loved ones will be well taken care of.
How we work
Experience the Difference - Why We Stand Out from the Crowd
1
Goals Discovery
Meeting
Embark on a transformative journey with our goals discovery meeting, where we uncover your dreams and aspirations to create a roadmap for financial success.
2
Research & Advice
Delivery
Experience the power of our meticulous research and expert advice, delivered with precision and tailored to your specific financial needs.
3
Strategy Implementation & Regular Review
We turn your financial goals into reality. Our team implements tailored strategies and offers ongoing reviews to ensure your dreams stay on course. Trust us to make your financial vision a reality.
Discuss your Financial Goal and Aspirations with a Senior Financial Adviser.
In this (15 minute) call you will also get to know about our services and
how we help our clients.
Our Services
Amazing Other Services
Investment
Grow your wealth with our strategic investment solutions customised to your goals.
Total and Permanent Disability
Ensure financial security in the face of a disabling condition with TPD cover.
Retirement Planning
Plan for a fulfilling retirement with our personalised strategies and expertise.
Superannuation
Superannuation is the cornerstone of your retirement plan, providing tax advantages.
Frequently Asked Questions
Answers at a Glance :
Your FAQs For Estate Planning Addressed Set forth on a journey of financial assurance, steering through life’s crucial landmarks with the backing of our adept financial counsel. Attain your objectives and safeguard your future with personally crafted strategies designed to align seamlessly with your distinct requirements.
What is estate planning?
Estate planning involves preparing for the distribution of your assets and the management of your affairs after your passing. It ensures that your wishes are carried out and your loved ones are provided for.
Why is estate planning important?
Estate planning helps minimise potential disputes, taxes, and complications that can arise after your passing. It also allows you to designate guardians for minor children and ensures your legacy is preserved.
What elements are included in estate planning?
Estate planning includes drafting a will, setting up trusts, designating beneficiaries, and possibly creating a power of attorney and healthcare directive. We’ll help you create a comprehensive plan tailored to your wishes.