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


(03) 9896 5100

Surrey Hills, VIC, 3127


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.
In addition to a will, your estate plan should include 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 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. We can also refer you to our will and estate specialist partner to set up, or update, the relevant legal documents. It’s all part of the holistic service we offer.

To ensure your wishes are fulfilled on death, talk to one of our professional advisors today about estate planning. Call us on (03) 9896 5100.