Estate planning is unique in that the individual is not at the centre of financial structure, rather it is carried out with the loved ones around you in mind.
Our goal is to ensure you can be safe in the knowledge that when the time comes, those closest to you receive exactly what you intended.
A will is just the start
Estate planning is more than just having a will in place. It should encompass your entire financial situation and ensure that the structure of your affairs will see your loved ones receive your assets in a tax-effective manner.
Did you know?
Your superannuation fund is not necessarily covered by your will, and specific nominations must be made within the fund to ensure your wishes are met.
Your estate plan should always be reviewed when there is a change in your work situation, your marital status or in times of death or birth in your family.
That’s why we build long-term relationships with our clients, to ensure that all their financial affairs adapt to the changes in their lives.
If you would like to find out more about planning your estate, arrange an obligation-free consult with a williamgrant financial consultant today.