Wills

A Will is a legal document that clearly states how you would like your assets - such as property, cash, shares or jewellery - distributed upon your passing. Also guardianship of your children

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Powers of Attorney

Enduring Powers of Attorney are legal documents that appoint a trusted person to make important decisions on your behalf if a time comes when you no longer can or choose not to do so.

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Super Assets

Unlike personally held assets, superannuation is not subject to the terms of a Will even if it is referred to in one. It is essential to plan for what happens to your superannuation death benefits should you pass away

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Advanced Health Care Directives

Sometimes known as a ‘living Will’, an Advance Care Directive is a legal document that formally records your wishes for future care.

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Estate Planning

An Estate Plan documents how you wish your wealth to be transferred to the next generation. Our Estate Planning team, work with you to make sure that your wealth is distributed how you want.

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Estate Planning Health Check

If you answered YES to any of the questions below, we recommend seeking estate planning advice. 

  • Since creating your Will, has your family situation changed?
  • Since creating your Will, have you bought or sold property?
  • Do you have children who will require a guardian?
  • Are your dependants at risk of bankruptcy or divorce?
  • Do you want to pass on a family business?