Estate Planning

Stress-free.

None of us want to think about it, regardless of how important it is.
What will happen to your estate and assets should you become incapacitated, or pass on?
Do you have a plan in place for your financial affairs, will your family be cared for, and your finances handled as you wish?

Working through your intentions doesn’t have to be complicated. By preparing a Will and Enduring Power of Attorney, you are managing the major aspect of estate planning.

Together with our financial advisor and your solicitor, we can build your estate planning into your financial plan so your direction never waivers.

Aspire Retire’s estate planning services include:

Liaising with your solicitor

Completing binding death nominations

Preparing executor’s dossier

Tax effective estate planning including advice on superannuation death benefits

Invest your time now, knowing that your family and loved ones will be comfortable in the future.

Testimonials

  • It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. read more
  • The expertise and attention to detail with which you have handled our financial affairs could not be faulted. read more
  • We have a feeling of certainty in the absolute integrity of your dealings with us. read more
  • What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. read more
  • Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. read more
  • You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. read more
  • You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. read more
  • Aspire Retire has assisted me with my complex financial structures and I have been more than happy with the results. read more
  • As a retired financial planner I wanted someone that was professionally qualified, a member of a professional association, an experienced investor, someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. Aspire Retire meets all of the above criteria. read more
  • Having worked closely with Stephen and Olivia for a couple of years in the financial planning field, I am confident that they would be around for the long term and would always have my best interests at heart. read more
  • We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. read more