Estate Planning - Planning For Life

Estate Planning is all about ensuring you maintain control of your money even when you are no longer around. It is a lot more than simply having a will. There are so many questions you need to think about, and have addressed appropriately, to be confident that what you want to happen actually does.

Is it important to leave money to the kids or just the house?
Are there special needs or bequeaths you want addressed?
Who do you want to be your voice if you can no longer speak?
Are there any extended family issues?
Do you need to consider asset equalisation?

Our role is two-fold. We will help you understand and form a view around all of the relevant questions so that you can approach estate planning in a logical and constructive way. We can also work closely with legal advisers where appropriate. Our discussions with you will cover:

Establishing a will
Testamentary trusts
Powers Of Attorney
Asset protection

Book an appointment

Meet our advice team

Excellence is just the beginning. We have established a clear set of underlying principles for the advice we provide in relation to investment, superannuation, insurance and debt. These ensure a structured and disciple approach to strategy and design.

RHONDA MCKENZIE

CEO and Financial Advise

“Financial Planning is not about money, it is about having the flexibility and choice in how you live your life.”

RACHEL MARTIN

Financial Adviser

“Financial planning may seem boring, however if it helps you establish a plan that turns something unrealistic into something that is achievable, then it becomes exciting.”

We know that financial planning can be complicated. Planning For Life makes it simpler for you. When you need advice and support, call us on (03) 8841 3111