WEALTH
PRESERVATION

When someone passes away it can take months or even years for an estate to be distributed. We’ve seen how this can lead to friction amongst family members at a very emotional time.
Safeguarding the wealth that you’ve built over your lifetime and ensuring that is transferred smoothly, according to your wishes, requires careful estate planning.
It involves more than creating a will. Some areas aren’t covered by a will, such as superannuation savings. And did you know that some of your wishes can take effect while you are still around?
The decisions you make now will affect your family’s future. It’s important to get them right.