Estate Planning

Securing the Future for Those You Care About

What is estate planning? Estate planning is all about making sure the people you love are taken care of if something happens to you. It’s a smart move if you have assets like a house, superannuation, investments, or a business. But it’s more than just having a Will. It’s about making sure everything you’ve worked for ends up in the right hands, at the right time.

How Precept Financial Services Can Help

Working alongside legal and accounting experts, we’re here to help you:

  • Make sure your Will is up-to-date and properly written
  • Set up Enduring Powers of Attorney
  • Decide if a family trust fits your situation
  • Look into whether you should have a Testamentary Trust
  • Figure out the most tax-friendly ways to pass your assets to your loved ones
  • Review your life insurance policies
  • Check that your superannuation beneficiaries are all set
  • Plan for charity gifts
  • Find the best way to pass on your family business
  • Handle capital gains and losses, and any family debts

Ready to Talk About Your Estate Plan?

Thinking about how to secure your estate? Our qualified financial advisers are here to help you every step of the way. Reach out to us, and let’s make sure your legacy is protected and passed on just the way you want it.

We look forward to working with you to achieve your goals.