Estate Planning

Services

» Superannuation
» Retirement
» Risk Insurance
» Financial Services for Women
» Investment
» Financial Advice
» Socially Responsible Investing
» Insurance Insights
» Business Owner Insights

It’s ok, you know you need to do it, but it’s been in the Too Hard Basket for years right? You will get around to that Will, Power of Attorney or Advanced Health Care Directive at some stage… right?

Did you know that there’s also assets that aren’t traditionally covered by your average Will? Like maybe your home and superannuation assets.

We can help get you the right advice and those documents finalised, at last!
We’re also able to ensure your superannuation nominations are up to date, binding where necessary, your SMSF Will is reviewed and insurance nominations are in place.

We take a big picture approach and want to ensure that all your ducks are in a row.

After a lifetime of working hard and accumulating your wealth, you will want to know that it is distributed according to your wishes. Many women do not want to think about making a Will or estate planning, but knowing that your loved ones are taken care of after you die could be a great comfort.

Without adequate estate planning and a valid Will, you can expose your family and dependants to serious, unnecessary risks and burdens, such as your Will being contested after your death, your loved ones having to administer your estate, your wishes not being legally enforced and the chance that yourdependants will not be looked after as you had wished.

DOWNLOAD PDF