Legacy Plan

Are you concerned about what will happen to your wealth when you’re no longer here? Our Legacy Plan is a family wealth management process that dives into your finances to ensure the tax is minimised on your estate, your family doesn’t argue over what’s left behind, and your assets are protected.

But most importantly, we focus on the legacy you leave behind, which is more than wealth – it’s about creating meaning and purpose behind what you gift to your family and friends.

We know that death is a sensitive topic, but as an experienced estate planner, financial planner and accountant, Geoff has ample experience in complex situations.

Let him look at your legacy through a different lens and help you pave the foundation for a strong succession.

Real Life Financial Planning Packages

Create true and lasting prosperity through your family wealth management

We’re sure you’ve seen it all before – families fighting over the will, assets going to the wrong people, and decisions around estates being challenged.

No one wants their family to face these struggles when they’re no longer around, but if you’re worried about how your children would use your wealth, uncertain about how to keep the money in the family, or concerned your family will be hit with huge taxes, we can help.

It’s our job to understand the intricacies and complexities of your life story so you can leave a legacy you’re proud of.

What is a Real Life Estate Plan?

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Other financial planning packages

Head & Heart Financial Plan

The Head & Heart Financial Plan is designed for pre-retirees who are 50+, with a holistic approach focusing both on traditional financial planning and on the more intangible, heartfelt aspects of life.

Discover the blend of financial strategy and emotional wellbeing.

We help you align your financial goals with what holds the deepest value to you.

Summon the magic to transform the everyday retirement into the extraordinary.

Legacy Plan

Secure your legacy and protect your loved ones. We will craft a comprehensive wills and estate plan tailored to your unique needs ensuring your wealth is kept in your family.

We understand that legacy is broader than wealth - it’s about how you want to be remembered. Let’s ensure your wishes are granted when you’re no longer here.

Honour what’s truly important to you and your family so you can preserve and transition your wealth, but more importantly - your precious life story.

Retirement Coaching

Do you feel stuck when it comes to retirement? Worried about how you’ll spend your time or if you’ll have enough money for aged care?

If you’re unsure as to how your retirement will look, or want more clarity on what you need to focus on to create your dream retirement, then this package is for you.

We will meet up multiple times a year to go over all your questions and work with you to develop a flexible retirement plan that ties in with your vision for a long and fulfilled life.

New Chapter

Are you planning your next phase in life? Perhaps you have achieved financial security but the next stage is looking a little lacklustre. Let us work with you to figure out what to do next - we can help complex life changes feel easy - preparing you for whatever comes your way.

Our most in-depth package, New Chapter, includes everything available in all the other packages, plus more. It’s perfect for you if you’re a business owner or have more complicated affairs. Created not just for those on the cusp of retirement - New Chapter is perfect for anyone entering a new phase of their life.

Real Life Financial Planning