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Thinking about getting your Estate in order?

Welcome To Growth Guardian, Where We Help You Plan For Your Future And Protect Your Loved Ones By Making Sure Your Family Wealth Last For Generations To Come.

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 a comprehensive estate planning service unlike any other.

Our team of experienced professionals includes:

Accountants: Who will help you make informed decisions about how to manage your assets and strategically plan for your family’s future wealth.

Tax Advisors: Who will guide you on how to minimize your tax liabilities and ensure your estate is passed on efficiently.

SAPEP Advisors: Who are specially trained to provide expert advice on estate planning strategies specific to Australia.

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.

Keeps wealth in your bloodline: We’ll help you minimize estate taxes and ensure your assets are passed on to your intended beneficiaries.

Provides peace of mind: Knowing your affairs are in order will give you and your loved ones peace of mind and security for the future.

Don’t trust your estate planning to just anyone. Choose Growth Guardian and experience the difference a team of dedicated professionals can make

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 package is ideal for individuals who are looking for a comprehensive estate plan that covers the basics of estate planning. It includes Simple will, AHD, Enduring guardian, Enduring power of attorney, Guardian of Minor children.

Growth Guardian Armor

The Growth Guardian Armor package 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, Enduing Power of Attorney, and Guardian of Minor Children.

Growth Guardian Fortress

includes: Basic Estate Planning, Incapacity Planning & Advance Healthcare Planning with the Comprehensive Asset Protection Strategy “Moat & Castle”.

If you have properties, businesses and a super, this is for you!

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.

Growth Guardian is your Dream Team with Accounting, Tax Advising and SAPEP (Succession, Asset Protection, Estate Planning) Advising put together into a single perfect Estate Planning operation. 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.

Estate Planning is a whole lot of more than just preparing your Will. A Will is just one brick of an elaborate structure called the Estate Planning. To administer assets not covered by the Will, additional paperwork is needed (such as superannuation, trust assets and many jointly held assets).

A wholesome Estate Plan focuses on Succession planning, asset protection, Tax effectiveness and incapacity planning.

Let’s Get It started

how to proceed

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

It depends on your personal Estate Planning needs and goals. We offer three packages Basic, Medium, and Advanced.

The most important question is,

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

Why choose Us?

Growth Guardian is your Dream Team with Accounting, Tax Advising and SAPEP (Succession, Asset Protection, Estate Planning) Advising put together into a single perfect Estate Planning operation. 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.

It’s more than “Just a Will”

Estate Planning is a whole lot of more than just preparing your Will. A Will is just one brick of an elaborate structure called the Estate Planning. To administer assets not covered by the Will, additional paperwork is needed (such as superannuation, trust assets and many jointly held assets).

A wholesome Estate Plan focuses on Succession planning, asset protection, Tax effectiveness and incapacity planning.

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?

It depends on your personal Estate Planning needs and goals. We offer three packages Basic, Medium, and Advanced.

The most important question is,

“How important is it for you to protect your family’s wealth for your bloodline 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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