Estate Planning

Many people are surprised to learn what does and does not automatically form part of their estate. What assets do form part of your estate depends on a number of things, including nominations you make before you die and even the order in which people die.

Our approach to estate planning encompasses your financial management. This includes things like managing your wealth prior to your death, ensuring your superannuation benefits go where you want them to, ensuring any special interests are catered for and generally providing peace of mind for you and your loved ones. We arrange for your legal needs to be managed by highly qualified and experienced legal professionals, and generally ensure that your estate planning is as efficient and effective as possible.

Our referral partner for this service is Butler McIntyre & Butler.