Estate Planning

Estate planning is an important aspect of your overall financial plan. It ensures that your assets can be easily transferred to your designated heirs upon death. We can give you peace of mind knowing that your wealth will be properly managed to help your beneficiaries.

Your Trusted Partner

Your estate plan is underpinned by your Will but should include things such as your superannuation, life insurance, assets, powers of attorney and funeral arrangements. With our help, you can also decide whether you want your estate to be set up as a trust which could provide regular income for your dependants.

Our professional advisors can review the structure of your estate and how your wealth, including investments, will be transferred to family members and even, future generations. We can then provide you with advice to ensure that estate documents such as powers of attorney and your Will are updated in line with your wishes.

Get Professional Retirement Advice

Melbourne is a great place to retire. The city is hailed as one of the most livable in the world, and if you want fresh air, you can always settle in the Victorian country or coast. If this is an ideal retirement for you, then it’s crucial to start working on your retirement plan now.

Everyone is different. Your own unique retirement goals will require a customised financial plan. One of our financial planners can help you achieve your financial goals and realise your retirement needs.

For more information on our financial planning services, call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au