Estate and Asset Planning

Life is unexpected. If the worst happens, you want to be prepared and have plans in place for how you want your estate to be dealt with. Don’t put your family’s future at risk by not having the right procedures in place.

Carrying out the administration of an estate can be an overwhelming task, especially as it often falls on family members who are grieving. Let our team help ease the burden.

All too often the death of a loved one can lead to disagreements or misunderstandings between family members. Contact us to get advice for your situation.

Mental capacity refers to a person’s ability to make decisions, especially regarding health, lifestyle and finances.

As people age, they are increasingly confronted with decisions that can impact their quality of life, dignity, financial security and relationships. Our team can help you protect yourself and your assets.

In your later years in life, you may contemplate moving out of the family home and into a retirement village or aged care facility. Let us help you navigate the next steps safely.

Trusts have been used by individuals for hundreds of years for many and varied reasons to protect assets. Contact our team for more information on what a Trust can do for you.

An enduring power of attorney (EPOA) can protect your health and your assets if something happens to you.

Explore how we can help.

Good superannuation planning helps you leave your wealth to the people you want when you pass away.

Discover our superannuation services.