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Thinking About Getting Your Estate in Order?

Welcome to Growth Guardian, where we help you plan for the future and protect your loved ones, ensuring your family’s wealth endures for generations.

We understand that planning for the future can be a daunting task.

That’s why we offer a range of estate planning services to help you navigate through the process smoothly.

Whether you’re starting from scratch or updating an existing plan, we are here to assist you every step of the way.

Why Us

Why Choose Growth Guardian for Your Estate Planning Needs?

At Growth Guardian, we understand the importance of protecting your legacy and ensuring your loved ones are taken care of after you’re gone. That’s why we offer comprehensive estate planning services unlike any other.

Our Team of Experienced Professionals Includes:

Accountants: Experts dedicated to helping you make informed decisions about managing your assets and strategically planning for your family’s future wealth.

Tax Advisors: Specialists who guide you in minimizing tax liabilities and ensuring your estate is passed on efficiently.

SAPEP Advisors: Professionals specifically trained to provide expert advice on estate planning strategies specific to Australian regulations and needs.

By combining the expertise of these professionals, we can create a personalized estate plan that:

Protects Your Assets: We’ll work with you to safeguard your wealth from potential threats, such as creditors and lawsuits.

Preserves Generational Wealth: Minimize estate taxes and keep your wealth within your bloodline by securing your intended beneficiaries.

Provides Peace of Mind: Gain confidence knowing your financial legacy is expertly managed and your loved ones are cared for.

Don’t leave your estate planning to chance. Choose Growth Guardian to experience the assurance and expertise of a dedicated team committed to securing your future. 

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 estate planning refers to the process of transferring a business or other assets to the next generation or chosen successors in a tax-efficient manner. Our Leading Member provisions and line of succession ensures a smooth transition of ownership, management, and control, while minimizing 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.

Estate Planning

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

Succession planning in estate planning refers to the process of transferring a business or other assets to the next generation or chosen successors in a tax-efficient manner. Our Leading Member provisions and line of succession ensures a smooth transition of ownership, management, and control, while minimizing tax liability and preserving wealth for future generations.

Asset Protection

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

Growth Guardian Shield is the perfect estate planning package for you. This is ideal for individuals who are looking for a comprehensive estate plan that covers the basics of estate planning. It includes Simple Will, Advance Health Directive (AHD), Enduring Guardian, Enduring Power of Attorney, Guardian of Minor Children.

Growth Guardian Armor

This is ideal for those who want to ensure that their estate plan is comprehensive and tailored to their unique circumstances. This package includes all the components of the Growth Guardian Shield package, such as the Simple Will, Advanced Healthcare Directive, Enduring Guardian, Enduring Power of Attorney, and Guardian of Minor Children.

Growth Guardian Fortress

The package includes Basic Estate Planning, Incapacity Planning, and Advance Healthcare Planning, all complemented by a comprehensive asset protection strategy known as "Moat & Castle." This package is ideal for individuals with properties, businesses, or superannuation, providing a robust plan to secure both your wealth and your future.

Growth Guardian Choice

Customize your estate plan to fit your unique needs. Start with basic protection for your estate and incapacity planning, then add optional protections as required. Speak with us today to select the level of coverage that’s right for you.

Growth Guardian brings together accounting, tax advising, and SAPEP (Succession, Asset Protection, Estate Planning) expertise in one seamless estate planning solution. Our team of seasoned accountants, tax professionals, and SAPEPAA founding advisors collaborates to create a tailored plan that safeguards your assets, reduces tax liabilities, and secures your family’s future. 

Estate planning goes far beyond simply drafting a Will. While a Will is a vital component, it is just one piece of a larger framework. To manage assets that fall outside the scope of the Will—such as superannuation, trust assets, and jointly held properties, additional legal documents and strategies are needed. 

A complete Estate Plan incorporates succession planning, asset protection, tax efficiency, and incapacity planning, ensuring your legacy is secure and your loved ones are cared for comprehensively. 

Let’s Get It started

how to proceed

  • Data Structure
  • Letter of Advice + Video Meeting
  • Drafting the Document
  • Document Review + Video Meeting
  • Witness + Signing

Your Estate Planning needs and goals will determine the right package for you. We offer three tailored options: Basic, Medium, and Advanced. 

The key question to consider is: 

“How important is it for you to protect your family’s wealth and ensure it benefits your bloodline for generations to come?” 

Why Choose Us?

Growth Guardian brings together accounting, tax advising, and SAPEP (Succession, Asset Protection, Estate Planning) expertise in one seamless estate planning solution. Our team of seasoned accountants, tax professionals, and SAPEPAA founding advisors collaborates to create a tailored plan that safeguards your assets, reduces tax liabilities, and secures your family’s future. 

It’s More Than “Just a Will”

Estate planning goes far beyond simply drafting a Will. While a Will is a vital component, it is just one piece of a larger framework. To manage assets that fall outside the scope of the Will—such as superannuation, trust assets, and jointly held properties, additional legal documents and strategies are needed. 

A complete Estate Plan incorporates succession planning, asset protection, tax efficiency, and incapacity planning, ensuring your legacy is secure and your loved ones are cared for comprehensively. 

How is it Done?

Let’s Get It started

how to proceed

  • Data Structure
  • Letter of Advice + Video Meeting
  • Drafting the Document
  • Document Review + Video Meeting
  • Witness + Signing

How Much Does it Cost?

Your Estate Planning needs and goals will determine the right package for you. We offer three tailored options: Basic, Medium, and Advanced. 

The key question to consider is: 

“How important is it for you to protect your family’s wealth and ensure it benefits your bloodline for generations to come?” 

Testimonials

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

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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