Estate Planning Advice Melbourne

For peace of mind, plan now to protect your loved ones and your assets

Is your will up to date? If not, you risk leaving the people you care about (and the assets you’ve worked so hard to build) vulnerable. Avoid handing over the distribution of your estate to others. Instead, speak to a specialist advisor from our ActOn Wealth estate planning Melbourne team, and let’s ensure the right people are looked after as you intended.

Look after those you love with an up-to-date estate plan.

Let's Talk

Estate Planning Advice Helps Fulfill Your Legacy

Dying without a will means you die intestate, and specific laws dictate how your wealth should be distributed. A proper estate plan protects your assets and provides for your family in the event of incapacitation or death. Good estate planning also ensures that ‘non-estate’ assets (including superannuation, life insurance, jointly owned assets and assets owned in a trust or companies). The right professional advice can make all the difference.

Feel confident your loved ones are looked after
Maintain control over which assets go to who
Reduce tax liabilities on your estate so beneficiaries don’t inherit debt
Minimise the chance of any successful challenges to your will

Ensure you’re in control of your estate, not anyone else.

Let’s Talk

Estate Planning Services - We Make Things Easy & Seamless

An excellent financial advisor considers wills as part of a client’s overall financial plan. Our estate financial planning experts explore every element to ensure you feel secure about your state of affairs. Our specialist advice includes:

Wills

Enduring Power of Attorneys

Medical Power of Attorneys

Testamentary Trusts

Binding Nominations

Tax Implications

Contact a Professional Estate Planner in Melbourne

Our financial services deliver specialist knowledge and advice across all areas of creating and validating your will. Speak to a member of our team today, and let’s organise a no-commitment, no-cost initial consultation so you can see just how smooth this process can be.

Don’t wait to get your financial affairs in order.

Let’s Talk

Read our latest articles

Two professionals, a man and a woman, smiling while reviewing a document together in a modern office setting.

Business Succession and Estate Planning – Why It Matters For You

If you’re an Australian business owner, you know all about hard work. Some 60% of Australian SMEs and start-ups fail…

Illustration of two people engaged in signing a legal document, with one person holding a large pen and another holding a certificate. Nearby are symbols of a sealed envelope and scales of justice.

Why You Must Have a Will and Power of Attorney

We realise it can be uncomfortable for anyone to organise their Will or Power of Attorney. However, failing to do…

A man in a suit and a woman in a black sweater working together on a laptop in a café, with coffee cups on the table.

How to Choose the Right Financial Adviser in Melbourne

A financial adviser can be life-changing. Not only can they simplify complex financial decisions and help you achieve specific lifestyle…

Frequently asked questions

It involves managing your financial affairs to protect and distribute your assets according to your wishes upon your passing or incapacity. Key components include creating a will, setting up trusts, nominating beneficiaries, appointing a power of attorney, and establishing an advance care directive. Regularly reviewing and updating your estate plan ensures it reflects changes in your circumstances and provides peace of mind for you and your loved ones.

Estate planning in Australia is a comprehensive process that manages your financial affairs, ensuring your assets are protected and distributed according to your wishes. A will, on the other hand, is a crucial legal document that outlines asset distribution after death and appoints an executor. While a will is an essential component, estate planning covers a broader scope, providing a more complete approach to safeguarding your wealth and supporting your loved ones' future.

Yes, strategic planning can help minimise your estate taxes. Our financial advisors in Melbourne are skilled at devising tax-efficient estate plans.

ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.

14/20 Commercial Road, Melbourne VIC 3004
13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au

© Copyright ActOn Wealth 2024. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734. Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.

Quick Links

About Us
Wealth Hub
FSG’s
Knowledge Centre
FAQs
Credit Guides
Privacy Policy
Dispute Resolution Policy and Procedure
Testimonials
News and Resources
Contact us