Goals and family circumstances
Clarify who you wish to benefit, the needs of dependants and any family, business or asset-ownership complexities.
Estate Planning Advice
Keep the financial plan connected to your legacy.
Estate planning involves more than a will. We help identify the financial-planning issues that should be coordinated with your solicitor, accountant and superannuation fund.
Is this the advice you need?
Make your financial arrangements reflect your intentions.
For people reviewing who would receive their super, insurance and other assets, particularly after family, relationship or ownership changes.
We identify financial arrangements to review, help organise the relevant information and coordinate with your solicitor and accountant. A solicitor prepares your will and other legal documents; our work connects the financial strategy with that legal advice.
What the advice can cover
Estate Planning advice areas
Superannuation benefits
Review beneficiary nominations, pension arrangements and how superannuation death benefits may be paid.
Insurance funding
Consider whether insurance could provide liquidity for debts, dependants, equalisation or other estate objectives.
A coordinated financial picture
Bring together information about your super, investments and insurance to support discussions with your chosen solicitor.
Professional coordination
Provide the financial information and strategy context needed by your chosen solicitor and accountant.
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