Estate Planning

In our busy lives, protecting our hard-earned wealth for those we leave behind is not generally front and centre of our minds.

If you have a business, investments, a blended family, or minor children, it is recommended you consider a review of your Estate Plan regularly.

Over a series of consultations with us, we will seek to understand your wishes to allow us to devise a plan to protect your wealth for your next generation and nominated benefactors.

Dedicated & Professional Support

We will guide you through numerous personal and legislative considerations to ensure that the administration of your estate is tax efficient. Your Strategic 360 adviser will collaborate with lawyers, and other professional advisers, to ensure your estate is properly administered and your wealth is suitably transferred, as you intend.

We aim to assist you with your Estate Planning with minimal administrative costs now to minimise unnecessary administrative and taxation costs in the future.

To review your Estate Plan, reach out to one of our advisers today.