Estate Planning
Protect your legacy and ensure a smooth transfer of wealth to your loved ones with our comprehensive estate planning services.
Securing Your Legacy
Estate planning is about more than just writing a will. It's about ensuring your family’s financial future is protected, and the transition of your wealth to future generations runs smoothly. At Executive Wealth Solutions, we understand the importance of careful estate planning and offer expert guidance to help you navigate this complex area.
Comprehensive Planning
We take a holistic approach to estate planning, considering your assets, liabilities, family structure, and personal wishes. Our services include liaising with an experienced estate planning solicitor to review your total wealth, consider your beneficiaries and their financial position both now and in the future.
Minimising Tax Liabilities
Effective estate planning can help minimise potential tax liabilities for your beneficiaries. We'll work with you to develop strategies that maximise the value of your estate and ensure a smooth transition of assets to your loved ones.
Protecting Your Assets
We'll help you safeguard your assets from potential challenges and ensure your wishes are respected. Our estate planning services provide peace of mind knowing that your loved ones are protected.
Peace of Mind
Estate planning can be an emotional and complex process. Our experienced advisers provide compassionate support and guidance, ensuring you feel confident in your decisions and secure in the knowledge that your legacy is protected.
Comprehensive Planning
We take a holistic approach to estate planning, considering your assets, liabilities, family structure, and personal wishes. Our services include liaising with an experienced estate planning solicitor to review your total wealth, consider your beneficiaries and their financial position both now and in the future.
Minimising Tax Liabilities
Effective estate planning can help minimise potential tax liabilities for your beneficiaries. We'll work with you to develop strategies that maximise the value of your estate and ensure a smooth transition of assets to your loved ones.
Protecting Your Assets
We'll help you safeguard your assets from potential challenges and ensure your wishes are respected. Our estate planning services provide peace of mind knowing that your loved ones are protected.
Peace of Mind
Estate planning can be an emotional and complex process. Our experienced advisors provide compassionate support and guidance, ensuring you feel confident in your decisions and secure in the knowledge that your legacy is protected.
We thought that having a Will and Power of Attorney meant our estate planning was up to date – Wrong!
David identified a number of estate planning problems, including Superannuation Death Taxes of over $60,000. After David put in place a number of financial strategies, we are very confident that our assets will pass to family correctly and smoothly. Also, our estate will now be $60,000 higher in value after the Superannuation Death Tax was legally reduced to nil!
After working hard our whole life to become financially secure, it is very important for us to know that our family will also benefit from our life of hard work. Knowing our estate planning is correct and tax efficient gives us great peace of mind.
Rod & Mary Monahan
Executive Wealth Solutions stands out from other firms
Absolute Trust
As an independent advisory firm, we offer unbiased advice and solutions that truly align with your best interests. Your financial well-being is our sole priority.
Expert Advice
High quality advice is never a one-size-fits-all approach. Our advice is tailored to your unique circumstances, goals and financial aspirations.
Superior Service
Experience a level of service that goes above and beyond. We are dedicated to providing ongoing support, proactive advice, and a truly personalised experience.
Value
The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing.
The Financial Advice Process
Our comprehensive five-step process consists of the following stages:
- Step 1 – Understand your situation
- Step 2 – Design a bespoke financial strategy
- Step 3 – Present your statement of advice
- Step 4 – Put the plan into action
- Step 5 – Ongoing review, monitoring, and optimisation
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
Why is estate planning important?
What does estate planning involve?
Estate planning involves structuring assets so that the right assets pass to the right people. Estate planning also involves Will preparation, power of attorney arrangements, and establishing trusts to manage assets.
Who needs estate planning?
Estate planning is essential for anyone who wants to protect their assets, minimise estate taxes, and ensure their wishes are respected after their passing.
When should I review my estate plan?
You should review your estate plan regularly, especially after significant life events such as marriage, divorce, or the birth of a child.
How can Executive Wealth Solutions help with my estate planning needs?
Our experienced advisers provide comprehensive estate planning services, including asset protection strategies, and tax minimisation advice.
