SERVICES WILLS & ESTATES SUCCESSION PLANNING

Succession Planning

Ensure your hard work continues to pay off for you and your family for many years to come.

Succession planning is a complex process that can raise many emotional, financial, tax, legal and equity issues. A considered succession plan can give you peace of mind now and avoid future pain and conflict. First we help you to clarify your needs and goals. This process includes:

  • Recognising key stakeholders
  • Identifying the financial needs and other wishes of all parties
  • Creating a shared vision between owners, other family members and stakeholders
  • Detecting and prioritising the most critical issues.

After identifying your goals, we help you implement your personalised succession plan that addresses all relevant issues, including:

  • Asset protection
  • Ownership and management succession of your structures
  • Tax and insurance strategies
  • Retirement planning (including SMSFs)
  • Estate planning

We will help you determine the best successor for your business and address issues such as legacy, birthright, and interpersonal dynamics to ensure that your wealth is managed appropriately in the future.

Reduce the impact and the possibility of future conflict by implementing a succession plan today.

Our Services

WILLS & ESTATES

Wills and Estate Planning provides a solid foundation for the management of your affairs while minimising stress for loved ones.

GETTING STARTED WITH SMSF

Getting started with setting up an SMSF can be daunting as there are mandatory steps, rules and regulations. We make it easy!

INHERITANCE MANAGEMENT

Inheritance Management ensures that your estate is distributed in accordance with your wishes to loved ones and intended beneficiaries..

INSURANCE

Having the right insurance can help you stay on top of debts, pay for medical bills and maintain a reasonable lifestyle without an income..

FINANCIAL PLANNING

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement.

MYWEALTH

Achieve more with your wealth. Our MyWealth app gives you access to your whole financial world through your phone or tablet.