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PROTECTION FOR THOSE YOU LOVE

Estate Planning

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Characteristics
  • Real Life Experience
  • Time Sensitive
  • FLAT RATE
  • FAMILY FIRST
  • VALUE CREATION
RIGHT FOR YOU if you...
  • Don’t have a will
  • Want to ensure your family will be looked after if the unthinkable happens
  • Need to name beneficiaries for your assets
  • Want to know how taxes will affect your estate
  • Haven’t named an executor of your estate
  • Wonder if a trust would benefit your estate
  • Have a blended family and don’t know how to divide your assets
  • Want to know how much your estate is worth
COMPREHENSIVE PLANNING FOR A FULL AND PROSPEROUS LIFE

Overview

Generally speaking, estate planning is the process of preparing the transfer of assets and wealth to beneficiaries following your death. Many discussions of estate planning centre around wills, but this document is just one component of a comprehensive estate plan. In fact, up to 45% of Australians lack a valid will, meaning that their assets may not flow the way you want to.

In reality, estate planning is a holistic planning process that includes all aspects of your finances, from your individual belongings and debts to your real estate, taxes, superannuation and legal affairs. Because estate planning is so all-encompassing, we recommend engaging the services of a skilled financial adviser to help you through your estate’s many details and considerations. As with other financial disciplines, estate planning is most effective when you begin early, so reach out to us today.

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Meet the Estate Planning team

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

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Adam Montana

Running Enthusiast

In his free time, you can find Adam running and pedalling his way across Sydney and telling dad jokes to his two little ones that are so bad you'll cry/laugh.

  • Adam-Thumb-2

Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

Start a conversation
Connect with Adam

Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

Start a conversation
Connect with Adam
NICE WORDS. KIND PEOPLE

“Estate Planning is essential but also complex. A fact that puts off planning for too long. A professional hand walked us through all the decisions needed to make sure we leave things in good shape. We were very happy with the guidance and very happy that our estate will be well considered and appropriate to look after our daughters best interests.”

Joy A
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HELPLFUL CONTENT

Suggested Resources

Estate Planning - 3 min read

Estate Planning & Wealth Preservation: Everything You Need to Know

Making plans for after your death probably doesn’t rank high on your list of favourite things. But most people are surprised at how much peace and sec...

Estate Planning - 7 min read

Divorce: How It Impacts Your Will & Estate Plan

Divorce affects more than just your relationship status. It’s a permanent legal action that impacts Wills, trusts and other estate planning tools. It’...

Estate Planning - 7 min read

Why Do We Avoid Estate Planning?

Most people acknowledge the value of estate planning and have every intention of doing it. And yet, it often ends up at the bottom of our to-do lists....

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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).