Estate Planning
Making sure your wealth ends up where it should.
Many people don’t realise their super and insurance don’t automatically follow their will. We help ensure your beneficiaries are correct and your structures are set up properly, so your assets go to the right people if something happens to you.
A few small changes now can make things much easier for your family later — protecting them from unnecessary stress, costs, and confusion.
Why Estate Planning Matters
A proper estate plan isn’t just about wealth, it’s about clarity and care. Without clear directions, assets can be delayed or disputed, leaving family members to deal with unnecessary complexity during an already difficult time.
We work with you (and your solicitor, if needed) to make sure everything is in place and up to date.
How We Help
Our role is to make estate planning simple and effective by:
Reviewing and updating your superannuation death benefit nominations.
Ensuring insurance beneficiaries reflect your current wishes.
Coordinating with legal professionals on wills and estate documents.
Structuring ownership of assets for better tax and protection outcomes.
Providing guidance so your financial intentions are clearly documented.
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Life changes — and your estate plan should too. Major events like marriage, children, property purchases, or business ownership can all affect how your assets are distributed. Regularly reviewing your beneficiaries ensures your plan always reflects your current circumstances.
Keeping It Up to Date
If it’s been a few years since you checked your beneficiaries or estate documents, now’s the time.
Book a strategy session to make sure your wishes are protected and your family is supported.