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(02) 9659 8174


Suite 11, 15-17 Terminus Street
Castle Hill NSW 2154

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Don't leave your Estate Planning to chance

Estate Planning is the process whereby we identify all your assets, discuss with you who you want them to go to and the best way to get that result. Many people do not realize that many of the things they feel they own will not automatically be dealt with under their will.

Make sure the wealth you build ends up in the right hands

No one wants to plan for the worst to happen to us or the people we care about, but if we let Estate Planning slide it could mean money ends up in the wrong hands, eaten away by tax, or that our wishes aren't followed.

We can help guide you through the tough conversations and decisions so that if anything does happen, you'll be looked after, and your money will go where you need/want it to.

As accountants and advisors, we can help you plan the best structure and optimise the tax position when wealth is transferred.

We work closely with carefully chosen Estate Planning lawyers to dot the I's and cross the T's you need for a legally binding document that covers:

  1.  Your will
  2. Guardianship
  3. Financial Power of Attorney
  4. Trust Structures
  5. Superannuation Proceeds

When you come to see us about Estate Planning, we help you create an Estate Plan along with a letter of wishes so the people you care about know what to do if anything happens to you.

It's not something you want to leave to chance.

The biggest questions on people's minds are:

  • Who will look after me if I can't look after myself?
  • Who will make a medical decision?
  • How can I make sure my family is looked after if I can't ne there?
  • Who will look after my young children if I can't?
  • What will happen to my business if I'm not able to run it?
  • Who controls my business when I'm gone?
  • What happens to my Superannuation?
  • What do I want my funeral to look like?
  • Who gets my Stuff?
  • What about my digital life?

Explore your Estate Planning Options with us.

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