Estate Planning
Whether it’s safeguarding your family’s future, managing your assets effectively, or minimizing taxes and legal complications, estate planning offers peace of mind knowing that your wishes will be honored.
About
What is Estate Planning?
Estate planning is an essential process designed to manage the distribution of your assets and protect your loved ones.
It goes beyond just writing a will; it includes setting up trusts, establishing powers of attorney, and planning for incapacity, among other legal and financial strategies. A comprehensive estate plan covers a wide range of aspects, including healthcare directives, managing superannuation (which is not part of your estate), and ensuring that your family is financially supported in the event of your death.
The goal of estate planning is to ensure your wishes are respected, taxes are minimized, and your assets are distributed according to your desires. Estate planning also helps avoid undesired outcomes, such as family disputes, losing assets to creditors, or inheritance issues due to poor planning. Successful estate planning requires collaboration between legal, financial, and tax professionals to ensure the most tax-efficient and effective plan for your unique situation.
Will & Trust
Legal documents detailing the distribution of your estate after death, protecting assets.
Power of Attorney
Appointing someone to handle your financial matters if you become incapacitated.
Long-Term Care Planning
Strategies to cover future care needs, such as long-term care insurance or asset management.
Asset Protection
Ensuring your assets are protected from creditors and legal claims. Don’t get caught by unwanted surprises.
TTR Strategy
Transition to Retirement
By using TTR pensions, individuals can supplement their income while maintaining superannuation growth
Transition to retirement (TTR) is a strategy designed to help individuals gradually shift from full-time work to retirement while maintaining a stable income.
Available to those who have reached their preservation age (currently between 55 and 60), TTR allows you to access a portion of your superannuation while still working.
This can be an ideal option for reducing work hours without reducing income. The TTR strategy also includes options such as salary sacrificing into super, which provides potential tax benefits by reducing your taxable income.
Get Support
Frequently asked questions
Find quick answers to common questions about our services, process, and overall dedicated client support team.
How do I know if my super fund is right for me?
How should my investments be structured?
How much personal insurance cover do I need?
How much do I need to retire comfortably?
Do I need an estate plan if I already have a will?
What is a Transition to Retirement strategy and is it right for me?
Didn’t find your answer?
We’re here to help—contact us anytime with your questions or project details.
Build a strategy that supports your long term goals.
Let’s create strategies that deliver measurable results. Partner with us to unlock new opportunities for sustainable success.