Estate planning and management advice
Assets going into the right hands, in the right way, at the right time.
Establish processes and documentation so wealth is distributed in line with your wishes.
Peace of mind to ensure that your family is at financial ease and your legacy lives on.
Planning for the inevitable point in time when you pass on or can no longer look after yourself.
Ensure a smooth transfer of assets to next of kin.
Work closely with your legal and tax team to ensure investments are owned and structured effectively
How we can help.
I
Estate planning
Strategic advice on gaps to estate plans. Ensure in the event of death your estate is handled the way you intend it.
II
Wills and Powers of attorney
In conjunction with your legal advisers, ensure your Wills and Powers of Attorney reflect your wishes.
III
Disability and death benefits advice
Advice on how best to set up beneficiaries having regard to asset ownership structures.
IV
Superannuation benefit advice
Advice on how to set up beneficiaries within superannuation funds to optimise benefit payments.
V
Estate administration
Help in dealing with legal, tax, government authorities, banking and other financial institutions when preparing for and implementing estate instructions.
VI
Investment management of estate assets
Continuation of investment management activities and advice during estate administration and divestment.
Get in touch today and here’s how your team will work
First meeting -understanding your personal situation.
Research analysis
& modelling.
Second meeting –
present strategy & recommendations.
Authority to proceed
& implementation.
Ongoing review, monitoring & recommendations.
Twenty years hence, we have no concerns. This is due to the partnership we developed with Frank and his staff at Vantage Wealth Management.
Tony and Delys
Other services we offer
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Superannuation advice
All elements of superannuation advice supporting tax planning, costs and future growth.
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Retirement planning and capital adequacy advice
Modelling your assets and cash flow to meet wealth and life goals.
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Insurance and wealth protection advice
Risk management solutions to support your lifestyle and wealth ambitions in case life events occur.
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SMSF trustee advice
Designed to assist trustees comply with their administrative, legal and regulatory responsibilities.
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Estate planning and management advice
Assets going into the right hands, in the right way, at the right time.