Estate Planning

Estate planning ensures the wealth you’ve built over your lifetime is distributed to your beneficiaries in the most financially efficient and tax effective way possible.

Unlike wills, estate planning involves your superannuation, power of attorneys, assets held only in your name, jointly with others, in companies, or in trusts.

We welcome the opportunity to provide you with a better solution to your current cover across a range of products.

You may make an appointment with one of our Advisers today by calling (03) 8899 6444.