Estate Planning

Have your say before you can't.

Learn more
Elderly couple talking about their retirement plan with the team from virtual financial
book a Free consultation

Are you confident with what will happen when you're gone?

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

How we can help you.

In conjunction with legal and accounting professionals we can help you with:
Ensuring your Will is current and properly drafted, granting Enduring Powers of Attorney, reviewing if a family trust is appropriate for your situation, identifying whether it is appropriate for you to have Testamentary Trust in place, finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries), reviewing your life insurance policies, ensuring your nominated beneficiaries are correct for your superannuation, gifting to charities, identifying the right structure to pass on the family business, dealing with capital losses and capital gains, dealing with family debts.

book a Free consultation
We want to help our clients unlock their financial future.
Adem Becirevic - Founder & CEO

How to maximise your sMSF

In this latest episode we will discuss how to get the most out of your self managed superfund. Click the button below to get great insights from our found and CEO Adem Becerivic

watch video

follow our socials

not sure what your next steps are?