What it is
Advice on passing on your wealth: super death benefit nominations, how assets are held, succession for family businesses, and working with your lawyer on your will.
Who it’s for
Families planning how wealth passes between generations, and business owners planning succession.
Why it matters
An important part of financial planning is making sure the wealth you have worked hard to build carries on across generations, and that your wishes are clear.
When to get advice
- After a marriage, separation, birth or death in the family
- When you buy or sell a significant asset or business
- When you start drawing on your super
How we help
We help families navigate this process with clarity and care, so your intentions are clear and your successors are prepared. Your lawyer prepares your will and other legal documents; we work alongside them on the financial side.
Who this often helps
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.