A well constructed and thought out estate plan will give you ‘peace of mind’, knowing your estate will be passed through to future generations in line with your wishes.

Estate planning is far more than the preparation of a simple will. A properly thought out estate plan involves considering many important decisions, including powers of attorney, enduring guardianship, superannuation and life insurance nominations.
We ensure your assets are passed to the intended beneficiaries, at the right time and in the most tax-efficient way.

Everyone can benefit from a properly thought out estate plan, regardless of wealth, age and family position. We know that your estate planning situation is unique so our goal is to deliver a solution that is specifically tailored to your individual circumstances.

 

 

 

Disclosure

Prosperity Wealth Advisers Pty Ltd (ABN 32 141 396 376), is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licensee and Australian Credit Licensee 234 656.

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

To view the Financial Services & Credit Guide (FSCG) for Prosperity Wealth Advisers Pty Ltd click here.

Estate Planning Specialists

Ashley Quinton
Ashley Quinton
Director and Financial Adviser
Gary Dean
Gary Dean
Director and Financial Adviser
Gavin Fernando
Gavin Fernando
Director and Financial Adviser
Hamish Landreth
Hamish Landreth
Associate Director and Financial Adviser
Hamish Rogers
Hamish Rogers
Associate Financial Adviser
John Manuel
John Manuel
Director and Financial Adviser
Shae McGrath
Shae McGrath
Associate Financial Adviser
Tatiana Nguyen
Tatiana Nguyen
Associate Financial Adviser