Estate planning
Estate planning
Make sure your wealth goes where you want it to.
Make sure your wealth goes where you want it to.
Estate planning is about protecting the people you care about. We help you think through who should receive what, how to reduce stress and tax for your family, and we work alongside your lawyer so your financial plan and legal documents line up.
Estate planning is about protecting the people you care about. We help you think through who should receive what, how to reduce stress and tax for your family, and we work alongside your lawyer so your financial plan and legal documents line up.
Who it’s for
Who it’s for
You do not have an up-to-date will
You have a blended family or children from previous relationships
You own investments, property or a business
You want to help children or grandchildren now
You do not have an up-to-date will
You have a blended family or children from previous relationships
You own investments, property or a business
You want to help children or grandchildren now
How we help
How we help
Reviewing how your assets are owned and who receives them
Beneficiary nominations on investments and insurance
Working with your lawyer on wills and powers of attorney
Options such as testamentary trusts, explained simply
Planning gifts to family while you are alive
Reviewing how your assets are owned and who receives them
Beneficiary nominations on investments and insurance
Working with your lawyer on wills and powers of attorney
Options such as testamentary trusts, explained simply
Planning gifts to family while you are alive
Good to know
Good to know
A will only covers assets you own personally. Some assets, such as certain insurance policies, may pass according to beneficiary nominations instead.
Powers of attorney let someone you trust make decisions if you cannot.
Estate plans should be reviewed after major life events like marriage, separation or a new grandchild.
A will only covers assets you own personally. Some assets, such as certain insurance policies, may pass according to beneficiary nominations instead.
Powers of attorney let someone you trust make decisions if you cannot.
Estate plans should be reviewed after major life events like marriage, separation or a new grandchild.
Common questions
Common questions
Do you write wills?
No. Wills are legal documents prepared by a lawyer. We help you plan what you want to achieve and work with your lawyer so everything fits together.
How often should I review my estate plan?
At least every few years, and after any major life change such as marriage, separation, a death in the family or selling a business.
Can I help my grandchildren now rather than later?
Yes. We can look at options such as gifting or setting up savings for them, including investment bonds.
Do you write wills?
No. Wills are legal documents prepared by a lawyer. We help you plan what you want to achieve and work with your lawyer so everything fits together.
How often should I review my estate plan?
At least every few years, and after any major life change such as marriage, separation, a death in the family or selling a business.
Can I help my grandchildren now rather than later?
Yes. We can look at options such as gifting or setting up savings for them, including investment bonds.
This page is general information only and does not take into account your objectives, financial situation or needs. Consider the relevant Product Disclosure Statement and Target Market Determination, and seek personal advice before making a decision.
This page is general information only and does not take into account your objectives, financial situation or needs. Consider the relevant Product Disclosure Statement and Target Market Determination, and seek personal advice before making a decision.
Talk it through
Talk it through
A free, no-pressure 20-minute call to see if this advice is right for you.
A free, no-pressure 20-minute call to see if this advice is right for you.
Related reading
Related reading
Wills, powers of attorney and the conversation most families put off
Investment bonds for kids: how the 10-year rule works
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.