Estate Planning

Make sure your assets go to the right people at the right time.

TAKE CARE OF THOSE YOU LOVE.

If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan. Without one, your family could face huge tax burdens and the courts could decide how your assets are divided, or even who gets your children. Don’t let this happen and plan for the worst. We are here to help make the uncomfortable conversation stress-free and as comfortable as possible.

What we achieve

• Make sure your assets go to the people you choose. We’ll make sure your beneficiaries are clearly designated and legally binding so that your decision is final.
• Be there for your children even when you’re gone. We’ll help you set up education plans, wedding funds, and house deposits so that you know your children will be looked after.
• Reduce and potentially eliminate tax by structuring and strategically transferring assets to your beneficiaries. 
• Avoid family conflict. We’ll make sure your estate plan clearly states who controls your assets if you become mentally incapacitated or die.
• Bring it all together. We will ensure your non-estate assets such as superannuation and retirement funds are included in your estate plan, so your entire financial world is taken care of.

What we do

1. We thoroughly examine your family tree in preparation for intergenerational strategic planning
2. We obtain and organise all documentation relating to your family’s current estate plan to determine if it aligns with your wishes.
3. We work with you to determine exactly who receives an inheritance from your estate, and how to structure the nominations to minimise their tax liability.
4. We explore all your estate planning options across all your assets categories and determine the appropriate nomination for each, in order to provide a seamless transition of wealth in a tough time.
5. We will walk you through each step of the process to make sure your wishes are aligned with your strategy, and you understand how your family will be taken care of.

"Justin is an outstanding adviser. His depth of knowledge and commitment to clients is exceptional . Where I have been able to work together with Justin I have seen first hand the care he takes with his clients and his desire to achieve great outcomes for them"

— William H