Would you rather retire at 55 than 75?
Wondering how you'll afford that vacation?
Saving up for your dream home?

Estate Planning

Your ESTATE PLAN is all about what you wish to leave to your loved ones when you pass on, and that can manage your money if you aren't able to.

Here we are looking at which of your assets go through your Will and which assets won't go through your will. So first we need to understand how your assets are owned as this will determine how they are treated on your death.

Then we can determine whether you need just a simple will or a more complex Will that may include; testamentary trusts, powers of attorney, guardianships, binding nominations or life tenancies.

There are so many things to consider here, such as the form in which your beneficiaries will receive their (share of the) inheritence, and this can have a massive impact on their personal tax situation. We help you identify and articulate your wishes in the event of your death and determine the strategies to provide for your surviving family to get the right assets to the right people at the right time.

We work closely with expert Estate Lawyers and will introduce you to them if required. There's a lot to discuss here and we'll identify what's going to be right for you and we implement that.

Specialist Services

How else we can help you

CENTRA WEALTH Pty Ltd (ABN 39 158 802 450) holds an Australian Financial Services Licence (#422704) issued to it by ASIC. It trades as CENTRA PRIVATE WEALTH, CENTRA SECURITIES and CENTRA WEALTH ACADEMY. CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of an Australian Credit Licence holder (#389328) and trades as CENTRA MONEY. Collectively the above are known as "The CENTRA WEALTH Group".