Estate Planning is the process of arranging and managing an individual's assets, properties, and other personal affairs in preparation for their eventual death or incapacitation. It involves creating a comprehensive plan that includes legal documents such as wills, trusts, powers of attorney, and beneficiary designations to ensure that their assets are distributed according to their wishes and that their loved ones are protected.
Succession Planning in our context refers to the process of transferring a business or other assets to the next generation or chosen successors in a tax-efficient manner. With Leading Member provisions and a clear line of succession, we ensure a seamless transition of ownership, management, and control while minimising tax liability and preserving wealth for future generations.
Asset Protection is an important aspect of Estate Planning that involves safeguarding an individual's assets from potential lawsuits, creditors, and other financial risks. It involves creating legal structures such as trusts and limited liability companies to shield assets, and preserve wealth for future generations.
OUR PACKAGES
Growth Guardian Shield
Includes our basic level of protection across the three important aspects detailed above:
Estate Planning
Incapacity Planning
Advance Healthcare Planning
Growth Guardian Armour
Includes all the value included in Shield, with the addition of basic asset protection known as “Protector”.
Offers peace of mind for all Homeowners
Growth Guardian Fortress
With the inclusions of Armour but with comprehensive asset protection, “Moat & Castle”.
Perfect for safeguarding your properties, businesses and Superannuation
Growth Guardian Choice
Customise your Estate Plan to suit your individual needs. Choice includes basic protection of your Estate Plan and incapacitation. All other protections are optional and can be added as you see fit. Speak to us today to choose the best level of protection.
About
We have assembled a powerhouse of experts, combining Accounting, Tax Advising, and SAPEP (Succession, Asset Protection, Estate Planning) Advising into a single, comprehensive operation. Our mission is to provide you with unparalleled support in safeguarding your assets and securing your family’s future.
Why Choose Growth Guardian?
- Expertise You Can Trust: Our team comprises experienced accountants, tax agents, and founding members of SAPEPAA. With a wealth of knowledge and skill, we have the expertise to understand your unique circumstances and craft personalised solutions tailored to your needs.
- Holistic Estate Planning: We take a comprehensive approach to estate planning, considering not only your financial matters but also your aspirations for the future. Our integrated services enable us to protect your assets, minimise tax burdens, and ensure your loved ones are well-taken care of.
- Customised Solutions: We recognise that everyone’s situation is distinct. That’s why we listen attentively to your goals and concerns, working with you to design a comprehensive plan that perfectly aligns with your objectives.
- Asset Protection: Your hard-earned assets deserve the utmost protection. Our team implements robust strategies and legal mechanisms to shield your wealth from potential risks, preserving it for generations to come.
- Tax Efficiency: Minimising tax liabilities is a key aspect of financial planning. With our in-depth understanding of tax regulations, we strategize to optimise your tax position, maximising your wealth’s growth potential.
- Family-Centric Approach: We understand the importance of your loved ones’ well-being. Our plans prioritise the security and care of your family, ensuring a legacy of support and prosperity.
- Personalised Guidance: Throughout the entire process, we are here as your dedicated partners. We explain complex concepts in simple terms, empowering you to make informed decisions with confidence.
Estate Planning is far more extensive than simply preparing a Will. While a Will is an essential component, it represents only a single brick in the intricate structure of Estate Planning. To comprehensively address all aspects, additional paperwork is necessary to administer assets beyond the scope of the Will, such as superannuation, trust assets, and jointly held assets.
A holistic Estate Plan encompasses a broader spectrum, prioritising crucial elements like Succession Planning, Asset Protection, Tax Effectiveness, and Incapacity Planning.
By embracing these comprehensive facets, your Estate Plan becomes a robust and well-rounded strategy, ensuring your assets are secured and your legacy is protected, leaving nothing to chance.
The cost of our Estate Planning services varies depending on your specific needs and goals. We have designed distinct packages to cater to different levels of requirements.
Ultimately, the most crucial question to consider is this: “How vital is it for you to safeguard your family’s wealth, ensuring its continuity for future generations?”
By understanding the significance of securing your legacy and the financial well-being of your loved ones, you can make an informed decision about which package aligns best with your aspirations.
Our team is here to guide you through the process and help you choose the most suitable option that reflects your priorities and safeguards your family’s future. For a personalised quote and to discuss the details of each package, please get in touch with us for a consultation.
“It really saves me time and effort. Growth Guardian is exactly what our business has been lacking. I wish I would have thought of it first. Keep up the excellent work. It’s really wonderful.”
- Rufus I..
“It really saves me time and effort. Growth Guardian is exactly what our business has been lacking. I wish I would have thought of it first. Keep up the excellent work. It’s really wonderful.”
- Test User.
Pricing & Packages
Know the worth of your Growth Guardian Defence Strategies that safeguards your Family Wealth
Growth Guardian Packages
Inclusions: |
Shield |
Armour |
Fortress |
Choice |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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ProtectorProtect your family legacy and valuable assets, including your family home, investment property, vehicles, jewellery, and more, from potential threats like bankruptcy, litigation, family law matters, incapacitation, or unforeseen events. |
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Moat and CastleOur all-encompassing approach ensures comprehensive protection for your personal assets, business entities, and self-managed super funds. With our expert guidance, you can shield your hard-earned wealth from potential risks and safeguard your financial interests for a secure and prosperous future. |
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Shield |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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ProtectorProtect your family legacy and valuable assets, including your family home, investment property, vehicles, jewellery, and more, from potential threats like bankruptcy, litigation, family law matters, incapacitation, or unforeseen events. |
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Moat and CastleOur all-encompassing approach ensures comprehensive protection for your personal assets, business entities, and self-managed super funds. With our expert guidance, you can shield your hard-earned wealth from potential risks and safeguard your financial interests for a secure and prosperous future. |
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Armour |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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ProtectorProtect your family legacy and valuable assets, including your family home, investment property, vehicles, jewellery, and more, from potential threats like bankruptcy, litigation, family law matters, incapacitation, or unforeseen events. |
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Moat and CastleOur all-encompassing approach ensures comprehensive protection for your personal assets, business entities, and self-managed super funds. With our expert guidance, you can shield your hard-earned wealth from potential risks and safeguard your financial interests for a secure and prosperous future. |
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Fortress |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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ProtectorProtect your family legacy and valuable assets, including your family home, investment property, vehicles, jewellery, and more, from potential threats like bankruptcy, litigation, family law matters, incapacitation, or unforeseen events. |
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Moat and CastleOur all-encompassing approach ensures comprehensive protection for your personal assets, business entities, and self-managed super funds. With our expert guidance, you can shield your hard-earned wealth from potential risks and safeguard your financial interests for a secure and prosperous future. |
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Choice |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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ProtectorProtect your family legacy and valuable assets, including your family home, investment property, vehicles, jewellery, and more, from potential threats like bankruptcy, litigation, family law matters, incapacitation, or unforeseen events. |
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Moat and CastleOur all-encompassing approach ensures comprehensive protection for your personal assets, business entities, and self-managed super funds. With our expert guidance, you can shield your hard-earned wealth from potential risks and safeguard your financial interests for a secure and prosperous future. |
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Please Note: The examples mentioned above are meant to serve as illustrations only. We recognise that every Succession, Asset Protection, and Estate Planning requirement is distinct, tailored to the specific family circumstances and financial situation of each individual. Our dedicated approach involves taking the time to truly understand your unique needs, enabling us to craft the most optimal and personalised solution for you. Your financial well-being is our priority, and we are committed to providing you with the best possible outcome. Contact us today to begin securing your family's future with a plan designed exclusively for you.
LET’S TALK
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