Protect The Family Wealth
Estate, Tax and Financial Planning Advisory Services focused on long-term solutions to safeguard family wealth.
What Are The Risks You and Your Family Face if You Do Not Get Started with a Plan to Protect The Family Wealth?
If You died yesterday, are you confident your basic Will is enough to support your current family situation.
Who Will Look After Your Young Children if you die?
Who will look after your children with the same love, care and attention that you give them. Without nominating the best person, your children could suffer a double blow of pain and heartache
How will care be paid for if required
We do not support the deliberate deprivation of assets for the purpose of funding for care. However, we do support the fact the if care is required, your loved ones should get the best support available. Do you want to have a say how your spouse is cared for if required or leave it in the hands of a third party who could care less? With forward planning the Family wealth can be protected.
Divorce!
If your children marry and subsequently divorce, your hard earned assets that you would have expected to pass to your children and grand children may not pass to them at all, or perhaps your wealth and assets get's passed to another family all because of a failure to plan and mitigate family risk.
Creditors or Bankruptcy
With a simple will, assets are not protected for the next generation they way you think.
If your children run into financial difficulty with creditors or worse, bankruptcy, the inherited estate will be affected and potentially lost altogether. Is this what you want?
Vulnerable Beneficiaries
If you have children or loved ones that are considered vulnerable or disabled, a basic will does not allow for the complexities that can arise with providing adequate care and support neither does it take advantage of any tax relief reserved for vulnerable beneficiaries.
Sideways Disinheritance
Due to poor planning or no planning, the inheritance that you expected to go to your loved ones ends up being directed to someone else, disinheriting the ones you truly love. Even worse, you have no voice to correct the matter. Result – no family wealth protection
Maximum Financial Protection for Yourself and Loved Ones Is Important to You
Not having a strategic plan in place is causing anxiety and confusion due to lack of clarity and direction – you want to protect the family wealth but not sure where to start.
Financial ignorance is expensive, it feels like a deliberate trap not knowing what is the best solution to protect your family and loved ones.

We Leave No Stone Unturned With Your Estate Planning
Are You A Business Owner?
We've Got You Covered!
Like You,
We Believe
Your Assets should be structed to protect the family wealth and loved ones to enjoy for multiple generations.

Our Clients Love Us…





Ready To Move Forward?
Here's The Next Steps…
Take The Quiz
By taking the quiz you will find out your wealth score and what type of planning is recommended for your situation
Organise a Consultation
based on your wealth score, you may be recommended to book a consultation with a Specialist Adviser
Have a Full Plan of Action
Once you have your consultation, you will be provided with a bespoke plan of action ready to protect the family
wealth!