Have A Vision For Your Future Of How You Want To Pass Your Legacy Onto Loved Ones, Nurture Their Happiness And Fulfil Their Potential.
We can help to support yourdreams and protect your legacy.
Estate planning is a complex and sensitive procedure, with the distribution of your assets and wealth demanding a professional solution. We specialise in all aspects of estate planning, from wills and testamentary trusts to taxation restructuring and power of attorney considerations.
We are your team of trusted Estate Planning Financial Advisors
Our friendly team helps with all aspects of estate planning, including property, investments, savings, vehicles, and personal belongings. Depending on your wishes, your beneficiaries may include partners, children, friends, or charities. We provide a range of diverse services to address the unique needs of your estate.
Do You Have An Estate Plan?
If you’ve got people in your life who you love and want to take care of, it’s wise to build an estate plan. However,
Like most people, do you need guidance about what your options are before making any decisions?
Are you worried your loved ones won’t be taken care of in the event something happens to you?
And like most people, do you want peace of mind knowing that all your assets will not get lost in probate court or end up with someone who doesn’t deserve them?
Let us take care of everything so you don’t have to worry about it anymore!
Planning your estate empowers your beneficiaries and protects your legacy.
From property and bank accounts to super and insurance, we can help you to create, manage, and distribute your assets based on your wishes. A legal will and testamentary trust provides direction on asset distribution upon death.
We can help with super, capital gains tax, binding death benefit nominations (BDBN), and other considerations. We can help to structure your estate and minimise taxation liabilities for your beneficiaries under the Income Tax Assessment Act (ITAA).
Power of Attorney
We can help to manage all power of attorney considerations related to estate planning and financial management. This document allows another person to make important decisions on your behalf, including financial, legal, healthcare, and welfare decisions.
We offer expert financial advice to help protect your assets and legacy after death, including taxation and super management. We understand estate planning and taxation regulations in Australia and work with you to ensure positive outcomes for all parties. We deliver great results for individuals and businesses by focusing on the following key elements:
Be the executor of your own legacy
Be confident that your wishes are accomplished
Tailored strategies for each estate
Leave a legacy for future generations
We make the process easy and we’re here to help you with any question
Regardless of age or lifestyle, we can help you find the right coverage tailored to your needs.
Protect your assets
Keep your family protected with comprehensive coverages such as life insurance, income protection, TPD or trauma insurance.
Ensure your business success with the right coverage
Maximum cost savings
Easy and straightforward advice
You’ve worked hard for what you have - it’s time to make sure that the people you love will be taken care of after you’re gone!
Schedule a complimentary estate planning consultation today with our team of professionals.