Estate Planning

We’ll work with you to develop a plan so that when the time comes to transfer your wealth to the next generation, it is done according to your wishes.


Take control of your legacy

You’ve worked hard to get your family and loved ones ahead. When it comes time to hand wealth across generations, we’ll navigate the complexity, implement strategies to protect the ones most important to you and maintain your legacy.

Your wealth adviser will work with our estate planning specialists to ensure that your wishes are met and your wealth is efficiently transferred to the next generation.

We’ll advocate for your wishes

Whether you are dealing with multiple generations, establishing a philanthropic trust or preserving your wealth, we’ll ensure you have the appropriate structures in place to build a legacy.

Your adviser can help facilitate sensitive discussions, working with you to develop a clear plan and talking it through with everyone concerned. This approach may help to reduce family disagreements and legal challenges.

Get in touch to discuss your needs

Talk to our team today

Ph: 1800 501 204 Monday - Friday