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PROTECTION FOR THOSE YOU LOVE

Estate Planning

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Characteristics
  • Real Life Experience
  • Time Sensitive
  • FLAT RATE
  • FAMILY FIRST
  • VALUE CREATION
RIGHT FOR YOU if you...
  • Don’t have a will
  • Want to ensure your family will be looked after if the unthinkable happens
  • Need to name beneficiaries for your assets
  • Want to know how taxes will affect your estate
  • Haven’t named an executor of your estate
  • Wonder if a trust would benefit your estate
  • Have a blended family and don’t know how to divide your assets
  • Want to know how much your estate is worth
COMPREHENSIVE PLANNING FOR A FULL AND PROSPEROUS LIFE

Overview

Generally speaking, estate planning is the process of preparing the transfer of assets and wealth to beneficiaries following your death. Many discussions of estate planning centre around wills, but this document is just one component of a comprehensive estate plan. In fact, up to 45% of Australians lack a valid will, meaning that their assets may not flow the way you want to.

In reality, estate planning is a holistic planning process that includes all aspects of your finances, from your individual belongings and debts to your real estate, taxes, superannuation and legal affairs. Because estate planning is so all-encompassing, we recommend engaging the services of a skilled financial adviser to help you through your estate’s many details and considerations. As with other financial disciplines, estate planning is most effective when you begin early, so reach out to us today.

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Meet the Estate Planning team

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

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