Wills and Estate Planning

Protect your family when they need it the most

Dying without a legally valid Will can be costly and create added stress for loved ones at an already difficult time. Life events (such as marriage, divorce or the birth of a child) also trigger the need for estate planning advice or a review of your existing plan.

Wills and Estate Planning provide a solid foundation and framework for the management of your affairs (should the worst happen). An Estate Plan addresses your concerns and accountabilities, resolves potential disputes and helps minimise tax.

A comprehensive estate planning service will address:

Estate and non-estate assets
Superannuation strategy and distribution mechanisms
Insurances
Appointment of people you trust to act as attorneys and/or guardians (dealing with trustees, legal representation, incapacity and/or disability)
Protection of beneficiaries.

Our financial planner offers expert taxation law, estate and financial planning advice. Contact us today to ensure your final wishes are met and enjoy peace of mind.

Our Services

GETTING STARTED WITH ESTATE PLANNING

Minimise stress for loved ones at a very difficult time with Wills and Estate Planning.

INHERITANCE MANAGEMENT

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

SUCCESSION PLANNING

Succession Planning ensures your hard work continues to pay off for you and your family for many years to come.

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.