Our Service:

Estate Planning

Estate planning is about passing on your wealth to the people you most care about, in the most tax effective manner, and with the least hassle.  You have worked hard to build your wealth, and some small steps at this stage in your life will ensure it is protected and distributed to the people you love.

It’s surprising that many otherwise organised people don’t have an up-to-date will. But, estate planning can be complex, particularly if you own a business, have dependent children or have re-married.

How we can help

We will remove the jargon of estate planning, help you with confirming your goals for this area, and discuss general strategies that can achieve your goals.  We will then work with your solicitor (or alternatively we can recommend a solicitor who’s right for you) who will draft the required documentation to achieve your needs.  The sorts of documents you may need would be:

  • A will
  • Powers of Attorney
  • Superannuation nominations
  • Perhaps a Testamentary Trust

General Advice Warning: This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.