ESTATE PLANNING

Wills • Family and Testamentary Trusts • Power of Attorney • Beneficiaries

Wills
Family and Testamentary Trusts
Power of Attorney
Beneficiaries

When you’ve worked hard to achieve your best financial future, you should feel confident that your assets will be transferred how you intended.

The Blueleaf way

Estate Planning is not just about having a Will. To ensure that your assets are transferred tax-effectively and to the right people, you need a plan with foresight. This plan should cater not just for death, but also loss of capacity or total disablement.

Blueleaf works with a team of specialists to manage the complexities of estate planning and help you identify and overcome potential problems in the handling of your estate.

We help you by

  • Taking the time to really understand what’s important to you and your family
  • Providing an Estate Health Plan ‘check-up’
  • Facilitating a solution by working with you and an appropriately qualified solicitor
  • Tailoring personal insurance options to provide financial security for your loved ones
  • Ensuring superannuation nominations are clear and well-structured to minimise potential tax liabilities; and
  • Offering a full review of existing estate plans.

“Having young children and not having an Estate Plan in place was keeping me awake at night.  Blueleaf helped me structure an appropriate Estate Plan which guarantees my children’s future.  I would be happy to recommend their service to anyone who needs advice in this area.”

SUSAN HUGGETT

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Blueleaf Consulting Pty Ltd ABN 99 150 176 677 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee, Registered office at 105 – 153 Miller Street North Sydney NSW 2060. The product/services offered by Blueleaf Mortgage Solutions and Blueleaf Tax Advice are not authorised by GWM Adviser Services Limited and GWM Adviser Services Limited are not responsible for the products/services provided by Blueleaf Mortgage Solutions or Blueleaf Tax Advice. Blueleaf Mortgage Solutions Pty Ltd ABN 85 150 009 242 is a Credit Representative of BLSSA Pty Ltd ACN 117 651 760, Level 10, 101 Collins St Melbourne VIC 3000.