Estate Planning

Estate planning is about making sure your wealth is transferred smoothly and according to your wishes. We guide you through structuring your estate to protect your family, minimise tax, and preserve your legacy. With the right plan in place, you can feel secure knowing that your assets will be managed and passed on in the way you intend, providing clarity and peace of mind for your loved ones.

Wills & Testamentary Trusts

Ensuring your assets are distributed in accordance with your wishes and protecting your beneficiaries through well-structured wills and trusts.

Powers of Attorney

Appointing trusted people to make financial, medical, and legal decisions on your behalf if you are unable to do so.

Wealth Transfer Strategies

Designing strategies to transfer wealth smoothly and fairly to the next generation, reducing disputes and complications.

Estate Tax Planning

Minimising tax burdens on your estate so more of your legacy passes to the people and causes you care about.

Your Journey With Us

Our advice process is designed to be simple, transparent, and focused on you. Through four clear steps, we take the time to understand your goals, create a tailored plan, put it into action, and provide ongoing guidance to keep you on track.

Getting to Know You

In our first meeting, we will learn about your current situation, financial position and lifestyle goals. We will gather important personal & financial information so we can understand your needs and preferences. This helps build a clear picture of what matters most to you.

Your Personalised Plan

Using the information gathered, we prepare a tailored Statement of Advice. This plan provides strategic recommendations and options designed to help you achieve your goals. It is comprehensive, easy to follow, and sets the foundation for your financial future.

Putting the Plan into Action

Once you are comfortable with the recommendations, we help you put them in place. As a full-service financial planning company, we can implement most aspects of your plan — from superannuation and investments to insurance. We also collaborate with your accountant, solicitor, or other professionals where needed, ensuring everything works together for the best outcome.

Ongoing Guidance

A financial plan is a snapshot in time — and life changes. That’s why we provide ongoing support with annual (or more frequent) reviews, regular performance reports, and updates to your strategy as needed. This ensures your plan continues to align with your situation and keeps you on track to achieving your goals.