We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.

Contact

(03) 9896 5100

Surrey Hills, VIC, 3127

info@strategic3.com.au

Estate Planning

  • Protect your legacy
  • Provide for the people who matter most

Estate planning is more than just writing a will – it’s about making sure your assets are passed on smoothly, tax-effectively and according to your wishes.

We help you put the right structures in place now, so your loved ones are looked after later. Whether your goal is to provide for your family, support a cause or minimise the burden on those left behind, a well-thought-out estate plan gives you peace of mind.

What Does Estate Planning Involve?

A complete estate plan should consider more than just your will. With our guidance, you can make informed decisions about:

Personalised Advice and Expert Support

We review the structure of your estate and how your wealth may be distributed across generations. Our advisors work with you to:

We can also refer you to our will and estate specialist partner to set up or update the relevant legal documents.

Ready to secure your legacy and have peace of mind?

Let's create your estate plan and ensure your wishes are fulfilled.