Importance of Now!
Did you know that assets in your estate are vulnerable to risks such as bankruptcy, litigation, family provision claims, incapacity, and divorce?
A simple will alone cannot properly shield your family wealth from these threats.
Establishing a comprehensive estate plan not only provides peace of mind but also minimizes costs and complexities for your loved ones during turbulent times. It’s an enduring act of love and care.
Book a CallGet Your Documents in Place
ESTATE PLANNING
- Simple Will
- Will with Testamentary Trust
INCAPACITY PLANNING
- Enduring Power of Attorney
- Advance Healthcare Directives
- Enduring Guardian
- Guardian of Minor Children
SUCCESSION
- Leading Member Provisions for Trusts and Trustee Companies
- Successor Director Solution
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
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
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
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
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
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
Don’t wait to invest in your family’s future. Choose 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.
Secure your family's future with a clear roadmap tailored to their unique needs. Estate planning isn’t just about protecting assets—it’s about safeguarding 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 ProtectorAssets 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 CastleAll- encompassing asset protection strategy not only for your personal assets but also for your business entities and self-managed super funds as well. |
|
|
|
|
Let’s Talk
Thinking about your Estate Plan? Need reliable support?
Fill in our quick enquiry form and we’ll get back to you soon!
