Protect your assets and care for loved ones using estate planning services through our affiliate partners. When done properly, an estate plan protects your assets and provides for your family in the event of incapacitation or death.
Good estate planning also ensures that ‘non-estate’ assets (including superannuation, life insurance, jointly owned assets and assets owned in a trust or companies) are dealt with according to your wishes.
All this goes a long way in giving you peace of mind that, upon your passing, you continue to look after the people who matter most.
We can assist in the following areas
A Will
A Letter of Wishes (Setting Out How The Overall Estate Plan is Intended To Operate)
Three Powers of Attorney (Medical, Personal, Financial)
Testamentary Trusts
Superannuation Nominations
