Estate Planning
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:
- Superannuation and life insurance nominations
- Assets and investments held inside and outside of super
- Powers of attorney and medical directives
- Funeral and end-of-life arrangements
- The role of trusts in providing ongoing income and protecting wealth
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:
- Ensure all estate planning documents reflect your current wishes
- Help you consider the tax implications of transferring wealth
- Recommend structures that protect and preserve family assets
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.