Estate planning and wills – a complete plan for now and beyond
No-one likes to talk about death. But this conversation is an essential part of creating a complete financial plan. No matter how old you are, documenting your will and wishes will ensure you protect your assets and provide for the people who matter to you.
Protect your family, assets and legacy
Make a difficult conversation easy with help from our understanding team. We listen to your story and consider your entire situation, then talk you through the processes involved in estate planning and drafting of wills.
Power of attorney - financial, medical, guardianship
Self-managed superannuation funds (SMSF)’
Retirement and taxation strategies
Entity establishment, compliance and audit
Estate administration and executorial duties
Personal insurance
Business succession planning
Asset distribution before and after death
Trust establishment - testamentary, family, charitable
Trust strategic investment
Trust distribution of income
Book a Free One-Hour Consultation
Use this hour to map out potential issues that may arise with your will and estate. We can even facilitate a family meeting to help you discuss your plans.