Estate Planning Advice

We assist our clients in building, preserving and ultimately passing on their wealth to the next generation.

Our team has expertise in a wide range of estate planning strategies including superannuation, wills, power of attorney, and trusts which allows us to create tailored succession plans which achieve the outcomes you want.

We have the important conversations needed to really understand what is important to you and how best to transfer your wealth to the next generation and/or make philanthropic contributions. The right actions now can save your family a lot of uncertainty and headaches later and that the value of your estate is not eroded unnecessarily due to tax and other expenses.

Before you start planning your estate, it’s important to understand the way different assets are treated and the options available to you:

  • Estate assets
  • Non-estate assets
  • Superannuation
  • Insurance policies

Book a meeting with us today to discuss your estate planning requirements.