Estate Planning

We can help safeguard the wealth you have built over a lifetime and transfer it smoothly, safely and most importantly, according to your wishes.

When someone passes away it can take months or even years for an estate to be distributed. In our experience it is often complicated causing angst and friction amongst family members at a time when they are also dealing with the loss of a loved one.

Careful estate planning with a Sherrin Partners’ adviser can prevent this. It involves more than creating a Will. Did you know there are some areas of your financial life that aren’t covered by a Will such as your superannuation savings? And did you know that some of your wishes can take effect while you are still around?

Let us guide you through these important decisions. The sooner you start the easier it will be. Talk to a Sherrin Partners’ adviser today.