Estate planning and
management advice
Ensuring that assets are going into the right hands, in the right way, at the right time.
Growing and protecting your legacy.
We help you grow and protect your legacy by aligning your estate plan with your financial strategy safeguarding your assets and ensuring your wishes support future generations. By working closely with your legal and tax advisers, we make sure your wealth is transferred smoothly and effectively, so those you care about can grow from the foundation you’ve created.
What we do
Estate planning
We provide strategic advice on gaps to estate plans, ensuring that in the event of death your estate is handled as you intend. Our advice provides peace of mind knowing that your assets and legacy will be protected for future generations.
Wills and Powers of attorney
We work closely with your legal advisers to ensure your Wills and Powers of Attorney reflect your wishes. This coordinated approach helps protect your assets and provides clarity and certainty for future generations.
Disability and death benefits advice
We provide advice on how best to set up beneficiaries taking into consideration asset ownership structures. Our approach ensures that your estate is distributed tax effectively and aligned with your intentions.
Superannuation benefit advice
We provide advice on how to set up beneficiaries within superannuation funds to optimise benefit payments. Our approach ensure that your superannuation is distributed tax-effectively and according to your wishes.
Estate administration
We work closely with your other advisors including legal, tax, government authorities, banking and financial institutions to prepare and implement your estate instructions giving you peace of mind that your estate is administered smoothly while protecting your assets and legacy.
Investment management of estate assets
We provide ongoing investment management and advice during estate administration and divestment, ensuring value is preserved throughout the process.
Empowering our vision
For 14 years, Matt has expertly navigated us through estate planning, market volatility, and the GFC with calm, methodical guidance. Vantage’s excellent research team and administrative support deliver consistent, long-term results. Highly recommended.
The latest estate planning insights and resources
01 September 2026
Family Trust Tax: The May Rule Changes, just changed again – What the New Election Option Means
Where This Started Back in May, Treasurer Jim Chalmers announced a 30% minimum tax on discretionary trust distributions, to commence 1 July 2028 with…
30 July 2026
Generosity Without The Guilt – A Different Take on the Bank of Mum and Dad
Every few weeks, another headline declares that older Australians “must” step in to rescue younger generations from a housing market and cost-of-living squeeze that…
16 February 2026
From Family Home to Financial Flexibility
For Australians aged 55 and over, downsizing the family home can open the door to a powerful, and often overlooked, tax planning strategy: the…
Let’s explore your goals
Gain a vantage on your own wealth management today.
