Passing on your estate
Pre-Retirement
Secure Retirement
Woman & Money
Aged Care
Estate Planning
Ethical Investing
Estate Planning on Your Terms
Estate Planning is putting in place a plan that takes into consideration wishes of the testator in order to provide efficient and effective strategy to pass the estate assets to chosen beneficiaries.
Standard Will
For some people, a solicitor produced standard will is what they need to help ensure their estate is managed according with their wishes. Generally, if you have less than $300,000 in value of your assets and have an uncomplicated family structure with no children from a previous or current marriage, then the Standard Will might be satisfactory for you.
Comprehensive Will
If your family circumstances are more complex and/or your estate is of higher value, you might wish to ensure greater benefits, security and flexibility for executors and beneficiaries with three potentially crucial benefits.
- Asset Protection
Tax Benefits
Control by blood relatives
Comprehensive Will has many other benefits, however it is complex and differs for each person and family due to personal circumstances.

– Bev & Phil Gale
Superannuation
Yes, superannuation can be very complicated.
Other Legal Documents
Other legal documents you should have are:
Financial & Medical Enduring Powers of Attorney
You can nominate who can make financial and personal decisions on your behalf, when you are not able to make them yourself.
Enduring Guardianship
This is nomination to make lifestyle, health and medical decisions for you when you are incapacitated.
Featured Articles
Wills – are they really necessary?
Wills – are they really necessary?Sometimes your own life is the greatest teacher! This is what happened in mine, that I have to share with you. As you can imagine, all my friends know very well that I am a Financial Planner, that I work with clients who prepare for...
The A-Z of Inheritance
The A-Z of Inheritance Inheritance is an emotional subject on every level. The people leaving an inheritance generally do it with pride and love. The people receiving an inheritance often receive it with gratitude – and sorrow. But while emotional, it’s also a...