Melbourne Epping Melbourne Epping Enquire

By entrusting us to create financial strategies to grow, manage and protect, we offer peace of mind to enable our clients to focus on other aspects of their lives.

Estate Planning

Estate Planning is arguably the most important strategy of the financial planning process. This area serves to ensure that the hard-earned assets accumulated over a lifetime are passed on in accordance with your wishes upon death.


Estate planning is a specialist area and it is therefore important that advice is sought from a lawyer that specialises in estate planning. Issues regarding taxation and asset protection can be avoided by the careful drafting of a personalised estate plan.


Our experience and knowledge allows us to guide you through the estate planning process. Our recommended legal practitioners can facilitate the creation of high quality estate plans which bookends client strategies, ensuring that your entire affairs have been dealt with according to your needs and wishes.


This service provides guidance with the preparation of:

  • Wills
  • Testamentary Trusts
  • Powers of Attorney
  • Death Benefit Nominations for superannuation


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