Estate Planning Advisors
Plan for the future with advisors who specialize in wills, powers of attorney, and intergenerational wealth transfer. Ensure your wishes are carried out and your loved ones are protected.
Showing 6 estate planning advisors
Sarah Chen
CFP, AFPWith over 15 years of experience in retirement planning, I help Australians create personalized strategies to achieve their retirement dreams. Specializing in SMSF administration and transition to retirement.
James Wilson
CFPI'm passionate about helping pre-retirees and retirees maximize their retirement income. I take a holistic approach that considers Centrelink benefits, tax efficiency, and lifestyle goals.
Michelle Patel
AFP, SSASpecialist in self-managed super funds and retirement income strategies. I help clients take control of their super and build the retirement they deserve.
David Thompson
CFP, CPACombining financial planning expertise with accounting knowledge to deliver comprehensive retirement strategies. Focus on tax-effective income structures.
Lisa Nguyen
CFPHelping Australians prepare for retirement with personalized advice on super contributions, investment selection, and ensuring adequate insurance coverage.
Robert Mitchell
AFPCentrelink and Age Pension specialist. I help retirees navigate the complex rules to maximize their entitlements while maintaining their lifestyle.
Frequently Asked Questions
Do I need an estate plan if I'm young?
Yes, if you have any assets or dependents. Even young adults should have a basic will and powers of attorney in case of unexpected events.
What happens if I die without a will?
Your estate is distributed according to intestacy laws, which may not reflect your wishes. The process is also more complex and expensive for your family.
How often should I update my estate plan?
Review it every 3-5 years or after major life events like marriage, divorce, having children, or significant changes in assets.
Ready to find your estate planning advisor?
Tell us about your goals and we'll match you with advisors who specialize in exactly what you need.
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