Look after Your loved Ones

Estate Planning is about peace of mind, protection for your loved ones and ensuring your wealth is preserved and effectively transferred to your designated successors.

It involves an understanding of your assets and your plans for both family and business wealth and asset transfer.

Developing an effective estate plan will ensure that:

  • Any tax payable is minimised

  • The ownership of assets passes to the right beneficiaries

  • The assets are protected if any beneficiary has any legal issues

  • Business continuity and succession is well managed

Why is Estate Planning Important?

Estate Planning is becoming more complex as family units change and involves a lot more than simply having a will. It is an important part of your overall financial plan and shouldn’t be left to chance. There are a number of questions you need to think about, and have addressed appropriately, to be confident that what you want to happen actually does.

  • Is it important to leave money to the kids or just the house?

  • Are there special needs or bequeaths you want addressed?

  • Who do you want to be your voice if you can no longer speak?

  • Are there any business or family issues that might need to be addressed?

How can we help you?

We help you understand and form a view around all of the relevant questions so that you can approach estate planning in a logical and constructive way. Estate Planning is usually a team effort and we work closely with other professional advisers to assist you. Our discussions with you involve:

  • Establishing a Will

  • Powers Of Attorney

  • Testamentary Trusts

  • Super Beneficiaries

  • Business and Personal Asset Protection

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My world fell apart at that moment of diagnosis. As I the battled for my life, knowing that my financial worries were taken care of by trauma insurance let me get on with fighting that fight. Reg took care of everything quickly, and with care, concern, and compassion. My clearest memory is that none of the official meetings felt like a business transaction. Reg visited at my home, we had a chat, shared a cuppa and got it all done … on my timeline.

Karen

Your Trusted Partners

Providing professional Estate Planning solutions since 1968

As a long term family business, we understand what it takes to build a great business and we’re passionate about helping protect your business and personal assets. Our expertise covers a broad range of risks and industries, meaning you get the benefit of professional insurance and financial advice, personalised service and solutions for your specific needs.

Fill out the form to arrange for one of our Insurance or Financial Experts to contact you to discuss your specific Estate Planning needs.

Alternatively you can call us on:

(07) 5482 7485

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We are committed to understanding your needs and focused on providing you with quality advice, personalised service and tailored solutions to help you make informed decisions about protection for your assets, income and lifestyle.
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