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 is complex – even more so with the addition of superannuation law and digital asset handling in recent times.
Tax issues can be especially confusing.
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:
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.
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 moreOur financial planners are experienced in helping your investments work for the financial goals of you and your family.
Find out moreHome loans from small independent lenders can sometime offer the best deals. Find one that matches your lifestyle, ambitions and budget.
Find out moreTo 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:
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