Estate Planning

An estate plan is a detailed set of documents that outline who has the power to make healthcare and financial decisions on your behalf, should you become unable to make these decisions yourself, and who receives your assets at the time of your death.

An effective estate plan aims to maximise the value of the estate by reducing taxes and expenses while providing clarity around your wishes.

With our guidance, we will take you through everything you need to consider and ensure you have the things most important to you covered.

To find out more about our approach to estate planning, please contact us or download our Estate Planning eBook.

Estate Planning Guide

Learn more about:

  • Importance of estate planning
  • Key components of estate planning
  • Powers of attorney
  • Superannuation

and more.


My Financial Planner
9 Keilor Road
North Essendon VIC 3041

P: 03 9374 1600
M: 0404 005 627