Estate planning

Your estate. Your plan.

An important part of wealth management

You spend your life earning money and building up your assets so it’s important that you have the final say in how your estate will be distributed when you pass away.

To protect your accumulated assets and secure your loved ones’ wellbeing and comfort, estate planning is an essential part of wealth management.

While many Australians know the importance of having a valid Will, we see far too many people who have neglected to consider estate planning. While your Will covers your final wishes, an Estate Plan deals with a whole range of other aspects relating to your wealth management.

That’s where we come in

Collective Financial Partners’ team of experienced estate planning experts can help you create a robust estate plan that will protect your assets and ensure your wealth is transferred smoothly according to your wishes.

We’ll work closely with your legal advisors where necessary to ensure your estate plan is tax effective and practical for your unique needs.

Plan for your future now.

Don’t wait until it’s too late.

Get on top of your estate plan by downloading our complete guide.

It contains everything you need to know and it’s free.

Let’s catch up for a free chat.

We're here to help

Contact us today to discuss your estate plan.

Sign up to our newsletter and be the first to know.