Estate Planning


Protecting what you have worked so hard for

Without the right protection in place you could stand to lose it all!

We can help you:

  1. Ensure that if something does happen to you, your assets go where you want them to, in the most tax-effective way possible. This is achieved through making sure that you have an up-to-date Will, the most appropriate Trust Structures in place, and Binding Death Nominations for your super assets;
  2. Fund your estate planning effectively through insurance, and by considering the most tax effective way to structure your assets. This is particularly important when you have children that need to be assigned to a Guardian. It is important that whoever agrees to take on the responsibility of your kids, has enough money to do so!
  3. Make sure that if you are not able to make decisions about your assets due to illness or disability that structures are in place that consider what it is that you want to happen – this includes setting up Enduring Power of Attorneys, and Power of Attorneys.
  4. If you have a family business, we will assist to put in place succession planning strategies that seek to keep the business intact, whilst financially providing for those involved.

We work closely with your legal representative to ensure that everything that you have worked so hard for, is protected in line with what you want to happen