Estate
Planning
Leave a lasting legacy
With an estate planning strategy, you’ll ensure your wishes come to fruition, and you can continue to protect and provide for your loved ones.
While Aussies have typically been casual about the estate planning conversation, or avoided it entirely, it has never been more important to get your house in order.
According to the Productivity Commission, Australians are living longer and dying richer. The Baby Boomer generation is expected to pass on an estimated $224 billion by 2050, which is a 4X increase over 30 years.
Your piece of this pie matters. You have the chance to set up a prosperous future for your family, maybe for generations. And we’re here to help you do just that.
What we do
And how we can help you
Strategic retirement planning
When you think about the legacy you want to leave, what does it look like? What do you want to do with everything you’ve worked so hard for? How do you want to sustainably set up your loved ones? And finally, how do you make it happen? These are big questions. There’s relational dynamics, as well as financial and tax implications. It’s not something to tackle without expert advice, and we guide you through the process to help bring your longest-term vision to life.
Wills and other important documentation
To ensure legacy is executed without a hitch, and no unnecessary stress is placed on your loved ones, it is crucial to have a Will and ensure that it is updated regularly. But that’s not the only document you need. There’s Powers of Attorney, Advance Care Directives and other important documents to ensure that the right decision makers are in place, and the right decisions are made, irrespective of circumstances. We work with your lawyer to help you tick all the boxes.
Personalised solutions and strategies
Family is complex. There’s blended families, loved ones to include, exclude and other very personal circumstances to consider. It makes succession planning and carving up your estate a challenge, and potentially highly stressful if you’re trying to make it happen alone. With our support, you can tailor a bespoke estate plan that considers all of your unique needs.
Strategic retirement planning
When you think about the legacy you want to leave, what does it look like? What do you want to do with everything you’ve worked so hard for? How do you want to sustainably set up your loved ones? And finally, how do you make it happen? These are big questions. There’s relational dynamics, as well as financial and tax implications. It’s not something to tackle without expert advice, and we guide you through the process to help bring your longest-term vision to life.
Wills and other important documentation
To ensure legacy is executed without a hitch, and no unnecessary stress is placed on your loved ones, it is crucial to have a Will and ensure that it is updated regularly. But that’s not the only document you need. There’s Powers of Attorney, Advance Care Directives and other important documents to ensure that the right decision makers are in place, and the right decisions are made, irrespective of circumstances. We work with your lawyer to help you tick all the boxes.
Personalised solutions and strategies
Family is complex. There’s blended families, loved ones to include, exclude and other very personal circumstances to consider. It makes succession planning and carving up your estate a challenge, and potentially highly stressful if you’re trying to make it happen alone. With our support, you can tailor a bespoke estate plan that considers all of your unique needs.
Featured content
Insights from Heard Financial
High Net
Worth Leaders
Go from uncertain to unstoppable. Take the straight path to the retirement lifestyle you want, and the legacy you deserve. We take away the stress and mess of planning for your future, by providing the one-on-one guidance, advice and personal support you really need.
Executives
Take control of your future. With the right strategy and expert help, you’ll confidently and securely build wealth, getting set up for growth and freedom without having to lose your lifestyle on the way.
Couples & Families
Get financial independence. Create an achievable wealth plan that will give your family security, stability and a bright future. Wherever you’re at in your wealth and retirement plans, get the tailored advice you need to escape the rat race and live life on your terms.
Featured content
Still need to update here
High Net
Worth Leaders
Go from uncertain to unstoppable. Take the straight path to the retirement lifestyle you want, and the legacy you deserve. We take away the stress and mess of planning for your future, by providing the one-on-one guidance, advice and personal support you really need.
Executives
Take control of your future. With the right strategy and expert help, you’ll confidently and securely build wealth, getting set up for growth and freedom without having to lose your lifestyle on the way.
Couples & Families
Get financial independence. Create an achievable wealth plan that will give your family security, stability and a bright future. Wherever you’re at in your wealth and retirement plans, get the tailored advice you need to escape the rat race and live life on your terms.