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Importance of Now!

Did you know that the Assets kept in your Estate are exposed to Bankruptcy, Litigation, Family Provisions Claims, Incapacity and Divorce?

“Just a Will” do not provide the protection for your Family Wealth.

Getting your Estate Planning in order will give peace of mind and save cost and time of your loved ones during turbulent times. It is an act of Love.

Book a Call

Get your Documents in Place

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ESTATE PLANNING

  • Simple Will
  • Will with Testamentary Trust
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INCAPACITY PLANNING

  • Enduring Power of Attorney
  • Advance Healthcare Directives
  • Enduring Guardian
  • Guardian of Minor Children
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SUCCESSION

  • Leading Member Provisions for Trusts and Trustee Companies
  • Successor Director Solution
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ASSET PROTECTION

FOR YOUR ASSETS (Ex:- Family Home, Vehicles, Jewelry etc.)

  • Deed of Gift
  • Promissory Note
  • Endorsement of Promissory Note
  • Loan Agreement
  • Mortgage Deed
  • Security Deed
  • Personal Guarantee
  • Call Option
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BUSINESS PROTECTION

Protection of physical property, intellectual property, financial assets and more.

  • Upgrade of discretionary trust to leading member discretionary trust
  • Upgrade of trustee companies with Leading Member component
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SUPERANNUATION PROTECTION

Protection of managed funds, property, investments and more.

  • Re-establishment of an account-based pension with generational reversions
  • Upgrade of SMSF to leading member SMSF
  • Upgrade of trustee company of SMSF to leading member component
  • SMSF Will
  • Dependency Declaration
  • Family Allowance Agreement

Testimonial

Our experienced accountants, tax agents and SAPEPAA founding members and advisers will work with you to understand your unique circumstances and develop a plan that protects your assets, minimizes taxes, and ensures your loved ones are taken care of.

Name Here

Profession here

View Case Study

Our experienced accountants, tax agents and SAPEPAA founding members and advisers will work with you to understand your unique circumstances and develop a plan that protects your assets, minimizes taxes, and ensures your loved ones are taken care of.

Name Here

Profession here

View Case Study

Our experienced accountants, tax agents and SAPEPAA founding members and advisers will work with you to understand your unique circumstances and develop a plan that protects your assets, minimizes taxes, and ensures your loved ones are taken care of.

Name Here

Profession here

View Case Study

Our experienced accountants, tax agents and SAPEPAA founding members and advisers will work with you to understand your unique circumstances and develop a plan that protects your assets, minimizes taxes, and ensures your loved ones are taken care of.

Name Here

Profession here

View Case Study

Don't wait - invest in your family's future with a Growth Guardian Estate Planning Solution today.

By choosing one of our estate planning packages, you're making a wise investment in your family's future and ensuring that your hard-earned wealth is preserved for the long term.

Create a clear roadmap for your family's future. It's not just about protecting your assets - it's about protecting your family's well-being and ensuring that your legacy lives on.

Growth Guardian Packages

Include

ARMOR

SHIELD

FORTRESS

CHOICE

Simple Will

Advanced Healthcare Directive

Enduring Guardian

Enduring Power of Attorney

Guardian Of Minor Childern

The Protector

Assets in Your estate such as your family home, Investment Property, vehicles, jewelry etc. are exposed to bankruptcy, litigation, family Law, incapacitation, or death. Enable the protector now and protect your family legacy.

Moat and Castle

All- encompassing asset protection strategy not only for your personal assets but also for your business entities and self-managed super funds as well.

Growth Guardian Armor

  • Simple Will

  • Advanced Healthcare Directive

  • Enduring Guardian

  • Enduring Power of Attorney

  • Guardian Of Minor Childern

Growth Guardian Shield

  • Simple Will

  • Advanced Healthcare Directive

  • Enduring Guardian

  • Enduring Power of Attorney

  • Guardian Of Minor Childern

  • The Protector

    Assets in Your estate such as your family home, Investment Property, vehicles, jewelry etc. are exposed to bankruptcy, litigation, family Law, incapacitation, or death. Enable the protector now and protect your family legacy.

Growth Guardian Fortress

  • Simple Will

  • Advanced Healthcare Directive

  • Enduring Guardian

  • Enduring Power of Attorney

  • Guardian Of Minor Childern

  • The Protector

    Assets in Your estate such as your family home, Investment Property, vehicles, jewelry etc. are exposed to bankruptcy, litigation, family Law, incapacitation, or death. Enable the protector now and protect your family legacy.

  • Moat and Castle

    All- encompassing asset protection strategy not only for your personal assets but also for your business entities and self-managed super funds as well.

Growth Guardian Choice

  • Simple Will

  • Advanced Healthcare Directive

  • Enduring Guardian

  • Enduring Power of Attorney

  • Guardian Of Minor Childern

  • The Protector

    Assets in Your estate such as your family home, Investment Property, vehicles, jewelry etc. are exposed to bankruptcy, litigation, family Law, incapacitation, or death. Enable the protector now and protect your family legacy.

  • Moat and Castle

    All- encompassing asset protection strategy not only for your personal assets but also for your business entities and self-managed super funds as well.

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