Our Legal Team is passionate about the law and offer you tailored legal advice to suit your needs that is both discreet and practical. Our law team takes a proactive approach to matters involving building your wealth, managing your wealth and plan successions. We understand the importance for you to take every step possible to protect what you have built now and in the future, for you and your family.
We believe that legal advice should be easily available for every Australian. We work closely with you, we believe litigation to be our last option and we always quote upfront – which means no billing surprises!
Will and Estate Planning
Did you know that only 50% of Australian adults have a legal Will?
Why Not? There could be many reasons, one of the main ones is that it is all too hard, for others it’s just not something they want to think about. But you need to wonder if you don’t have one how much harder it will be for your family when you go. At The Wealth Centre we aim to make this process for you as pain free as possible.
Our legal team are able to discuss your requirements in terms of your estate and to insure you have an up-to-date Will and Power of Attorney Document, otherwise you may find that hard-earned assets could pass into the hands of an unwanted or an inexperienced relative, or even a relative you don’t even know!
You need to ensure that your home, your investments, your car, or your business assets are managed in a way to be able to provide for the people you care about. You may want to leave certain items to specific people, nominate who you want to become the guardians of your school aged children, and nominate the person you trust the most to carry out your instructions. The last thing you want is your business grinding to a halt or your loved ones have to deal with the stress of sorting out your financial affairs while they are trying to cope with your death.
As life is full of changes, twists and turns, it is important that periodically you review your Will and Power of Attorney to ensure it they still meet your circumstances and wishes.
At the Wealth Centre all of our combined areas of expertise work closely together to provide you a consistent holistic approach to assist you to build and protect your wealth.