We want to know the best way of transferring assets to our children and family members and ensuring the assets are transferred as intended.

I’d really like to solve some of my current challenges.

  • Little understanding of how to best transfer wealth to family members
  • Not sure of which assets sit within my estate and outside
  • Like to ensure our assets are passed onto our children wisely
  • Worried about how to protect my family in case my business partner can no longer fulfil their duties due to illness or death
I need advice because I want to achieve the following:

  • Ensure necessary protection & wealth transfer measures are in place
  • Sense of relief knowing our children will be looked after as per our wishes
  • Feel secure and comfortable knowing our assets are protected & will be preserved for our children

Access to an adviser on an ongoing basis

Once a goal has been identified, document it with your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.

Your adviser will then monitor progress as part of your overall plan.

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Financial Planning

It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.

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Estate Planning incl. Legal Services

Protecting yourself, your family and your business is the cornerstone of any wealth creation strategy.

Asset protection (incorporating Estate Planning) involves the structuring of your personal, family and business affairs to minimise your risk exposure whilst providing a platform to build your wealth.

The objective of asset protection is to provide greater control over your assets for more considered outcomes in times of death, dispute or financial distress. A well-structured plan gives you peace of mind.

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With advice I can expect to achieve the following:

  • The right structures of personal, family and business affairs to minimise risk
  • Have greater control over our assets for more controlled outcomes in times of death, dispute or financial distress
  • Ensure assets are passed to our nominated family members via estate planning structures
By working with my adviser, I am happy I am able to:

  • Have peace of mind, control and leverage should something go wrong in the future
  • Confidence and assurance our family members will be looked after appropriately
  • Sleep well at night knowing there is a plan

Our Difference

Self Directed | Collaborative | Full Advice

Our unique 3 Investor Service Models offer varying levels of personalised expert advice to ensure that you have the right strategy and resources to make your goals a reality.

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