How we help
What the advice covers
Estate planning is more than a will. Super, insurance, investments, property and business interests can each pass in different ways. We help you see how your current arrangements would work and what may need to change.
- Super nominations. Reviewing death benefit nominations and how they interact with your will.
- Insurance ownership and beneficiaries. Who would receive the proceeds and when.
- How assets are held. The estate implications of holding investments personally, jointly, in a trust or in super.
- Helping family during your lifetime. The financial effect of gifts or support for children and grandchildren.
- Business succession. The financial arrangements needed if an owner dies or can no longer work.
- Charitable giving. How giving could fit alongside your other commitments.
How it fits your wider plan
Your estate plan should match the rest of your financial plan, including your retirement income needs and the cover in place for your family. We work with your lawyer on wills, trusts and powers of attorney, and with your accountant where tax is involved. We do not provide legal or tax advice.
Who it suits
- Families who want their arrangements to reflect who should receive and manage their wealth
- Business owners planning for succession or a change in ownership
- Retirees considering how and when to support the next generation