Estate Planning

Taking a proactive approach to your estate

Estate planning is often complex and emotionally challenging. It involves considering a range of financial, tax and legal issues as you decide what you would like to happen to your wealth if you pass away or become permanently incapacitated.

While it can be an uncomfortable topic, taking a proactive approach gives you greater control over how your estate is managed and distributed. A considered estate plan helps ensure your assets pass to your chosen beneficiaries in the way you intend and reduces the risk of disputes or unintended outcomes.

Contact Us

Guiding you through difficult decisions

We build meaningful, long term relationships with our clients, which allows us to provide practical, empathetic support throughout the estate planning process. As trusted advisers, we can:

• Help you structure conversations with family members and other stakeholders
• Encourage you to explore scenarios you may not have considered
• Work alongside your legal and financial advisers to align wills, structures and tax outcomes
• Review and update your estate plan as your circumstances change

Our focus is on simplifying and streamlining estate planning, so that it becomes a structured process rather than a source of ongoing uncertainty.

Personal, tax aware estate planning advice

Our advisers work with you to create and maintain an estate plan that reflects your wishes, while managing your estate in a financially efficient and tax effective way. We take a personal approach, investing time to understand your:

• Family circumstances and key relationships.
• Asset structure and existing entities.
• Business interests and succession plans.
• Goals for wealth transfer and legacy items.

From there, we develop a tailored estate planning strategy that gives you and your beneficiaries greater clarity and peace of mind.