No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.
Growth and Discovery
Protecting what matters as your life takes shape
Life is full, and you’re probably juggling a mortgage, career goals, and the day-to-day needs of raising children. You’ve built a strong foundation, now it’s time to build on it to make sure your plans are keeping up with everything you’ve got going on.
Or maybe you're taking on greater financial responsibility after a separation, inheritance, or career change. These changes often mean your strategies need adjusting.
Common goals at this stage include:
- Protect income and provide for your family
- Pay off accumulating debt and/or managing mortgage repayments
- Grow superannuation and savings accounts
- Support children’s education
- Estate planning and blended families
Growth and Discovery: Sophisticated advice strategies
- Advice becomes more nuanced as responsibilities and relationships grow
- Optimising tax deductions and family tax benefits
- Life, TPD, trauma, and income protection reviews
- Super contribution strategies including spouse contributions and consolidation
- Investment planning and goal setting
- Debt management and cash flow planning
