Estate Planning

Providing for your family.

Estate Planning

Structuring your investments to best provide for your family and to liaise with your legal representative with respect to estate planning matters.

Provide for your family

We can help you to provide adequately and fairly for your family. We will liaise with your legal representive in making a will and other arrangements for your investments, superannuation and insurance policies.

Quick Enquiry

11 + 6 =

My husband and I saw Alan about six months before my husband passed away. We knew he was terminally ill and we were concerned that the remaining assets would mean that I would lose my aged pension and the associated benefits.

A family conference resulting in a change in asset structure and the provisions in my late husband’s Will, has kept me on pension. The family arrangement has meant that I have not been impacted financially. 

This would not have occurred without Alan’s guidance as the solicitor was not across the Centrelink assessment issues. 

Speak with our friendly team today

To discuss what we can do for you.