Estate planning services for a more certain future.
Estate planning conversations can be tough. Nobody likes to talk about a time when they’re not there.
But having these conversations now protects the wellbeing and prosperity of your family in the future.
We can walk you through it.
And, if you’re in the building or medical industries, we have specialist expertise in your area.
We can help you prepare a will, living will, power of attorney, trust…. or whatever you need to do…in the most tax effective way.
Estate planning services made simpler
Estate planning is complex – even more so with the addition of superannuation law and digital asset handling in recent times.
Tax issues can be especially confusing.
Our financial advisers stay up to date with the regulations and
are well-versed in creating concrete estate plans that can include:
- Will preparation
- Living will
- Superannuation
- Digital asset planning
- Medical and lifestyle decisions
- Enduring Power of Attorney
- Medical Power of Attorney
We can also help with the setup of trusts.
In particular, testamentary trusts are one of the most effective estate planning tools, especially for individuals with large estates:
- Testamentary trusts: a tax-effective way to provide flexibility and asset protection.
- Three-generational testamentary trusts: a tax-effective way for three generations of children to benefit from your assets.
- Superannuation testamentary trusts: a way to ensure that the right beneficiaries receive your superannuation proceeds in the way you intend and save up to 32 percent tax.
Start planning other areas of your finances
Estate planning organises what happens after you’re gone.
But how do you make the most of your assets while you’re still here? That affects the lifestyles and prosperity of you and your family members more immediately.
Depending on the stage of life you’re at as a professional, you may want to consider reshaping other areas of your personal finances.
Our advisers can help with:
Self-managed superannuation
Could a self-managed super fund grow your funds for the retirement you’re planning? If so, we’ll help you get setup and manage it.
Find out more
Financial planning
Our financial planners are experienced in helping your investments work for the financial goals of you and your family.
Find out more
Mortgage broking
Home loans from small independent lenders can sometime offer the best deals. Find one that matches your lifestyle, ambitions and budget.
Find out moreTrades & builders
Want to find out how you get paid quicker?
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What happens when you connect with us?
To make the right decisions in your business, we need to couple your ambition and knowledge of your own industry with our experience in growing small trades or medical businesses:
