Estate planning isn't a morbid exercise — it's one of the most important things you can do for the people you care about. We help you ensure your assets reach the right people, in the right way, at the right time.
Around half of Australians don't have a valid will. Of those who do, many haven't updated it to reflect current circumstances — a new relationship, children, significant assets, or the death of a named beneficiary. The consequences for families can be severe.
Estate planning is not just about having a will. It's about making sure your whole financial picture — super, investments, insurance, property — passes to your beneficiaries in the most tax-effective and legally sound way possible.
One of the most misunderstood aspects of estate planning is superannuation. Super does not automatically form part of your estate — it is distributed at the discretion of your super fund trustee, unless you have a valid Binding Death Benefit Nomination (BDBN) in place.
Without a BDBN, your super could go somewhere you never intended. We help you understand your options and put the right nominations in place.
We work closely with estate planning solicitors to ensure your financial planning and your legal documents are aligned. We provide the financial picture; your solicitor prepares the documents. Together, we cover both sides of the equation.
Review Your Estate PlanA straightforward conversation with Geoff could give you more clarity than years of going it alone. There's no obligation — just honest, practical advice from someone who's been doing this for over two decades.
