Estate Planning Advice
Comprehensive Estate Planning
We help you create a family wealth succession plan to secure your loved ones' financial future. Our financial advisors handle complex situations like marriage, separation, inheritance and death, ensuring your wishes are executed smoothly and appropriately.
Succession Planning
Succession planning is crucial, especially if one partner manages the finances. We streamline this process by analysing your needs and connecting you with estate specialists. We work with your solicitor or accountant to implement valid estate plans and ensure all aspects are covered for a smooth transition.
Tax Minimisation
We develop strategies to minimise taxes for superannuation beneficiaries ensuring your loved ones receive the maximum benefit. Our advisors optimise the tax efficiency of your superannuation, coordinating with your legal and accounting advisors to implement effective tax strategies.
How We Make Estate Planning Easy
We aim to make planning your estate as straightforward and stress-free as possible. Our process includes:
Consultation Process
We start with an in-depth consultation to understand your current situation and goals.
Personalised Advice
Based on our findings, we provide tailored advice to optimise your position.
Implementation
We handle the paperwork and administrative tasks involved in implementing our recommendations, ensuring a smooth and effortless process.
Ongoing Support
Our commitment doesn’t end with the initial advice. We offer ongoing support and regular reviews to ensure your estate plan remains on track.
At Macarthur Wealth Management, we take the stress out of succession planning. With expert advice, you can rest easy knowing your estate is in good hands.
Speak with our Financial Advisors
It is never too early to start planning.
Tell us more about your goals, and our qualified financial planners will get you started on a roadmap to achieve them.
