What We Do

YOUR ASSET SECURITY IS OUR PRIORITY.

Our unwavering focus is on fortifying the family wealth of our valued clients, ensuring that their legacy endures for generations.

Safeguard Your Family Wealth Today!

The assets held within your Estate are vulnerable to numerous risks, including bankruptcy, litigation, family provisions claims, incapacity, and divorce. Relying solely on “just a Will” falls short of providing the comprehensive protection your family wealth deserves.

Take charge of your financial legacy today by getting your Estate Planning in order. Grant yourself and your loved ones peace of mind during turbulent times, while saving them from unnecessary costs and time-consuming processes. This act of love ensures that your family’s well-being remains secure, preserving your legacy for generations to come. Don’t wait – prioritise your family’s future by acting now!

Ensure All Documents Are 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

Protection of your family home, properties, vehicles, Jewellery and more.

  • 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

“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..

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“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.

View Case Study

Secure Your Family's Future with Growth Guardian's Estate Planning Solution Today!

Empower Your Family's Future - Opt for Our Estate Planning Packages and Safeguard Your Hard-Earned Wealth for Generations to Come.

Chart a Clear Roadmap for Your Family's Future - Beyond Asset Protection, Embrace Lasting Well-being and a Timeless Legacy.

Pricing & Packages

Preserving Your Family’s Wealth for Generations to Come – How Important Is It to You?

Growth Guardian Packages

Inclusions:

Shield

Armour

Fortress

Choice
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
Protector
Protect 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.
Moat and Castle
Our 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.

Shield
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
Protector
Protect 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.
Moat and Castle
Our 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.

Armour
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
Protector
Protect 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.
Moat and Castle
Our 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.

Fortress
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
Protector
Protect 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.
Moat and Castle
Our 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.

Choice
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
Protector
Protect 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.
Moat and Castle
Our 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.

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

Thinking about your Estate Plan?

We are committed to providing reliable advice and timely support that you can trust. Complete the enquiry form below and we’ll get back to you soon!