Estate Planning

Protect your family's financial future with a comprehensive estate plan.

Estate planning is about more than money.

It’s about peace-of-mind.

Does the thought of what will happen to your family financially if something were to happen to you make you feel uncomfortable?

Do you have a feeling that your current estate plan could be updated to reflect your current situation but aren’t really sure where to start?

My Wealth Solutions can help.

We understand that when you’re busy enjoying your life, the last thing you want to be thinking about is what will happen after you’re gone.

But without a comprehensive estate plan that’s regularly reviewed by your team of financial advisors, your hard-earned assets may not be distributed how you’d like them to be.

Estate planning doesn’t have to be as scary as you may think.

Everybody’s financial circumstances are different, which is why we develop a thorough estate plan tailored to your unique financial needs, wants and goals.

We know how important making sure your family is taken care of in case the worst happens is to you.

Our team of financial advisors make securing your family’s future easy, so you can focus on enjoying your time with them.

Want to get your estate plan sorted? We can help

At My Wealth Solutions, our focus is on reducing the stress that comes with setting up the right estate plan for you.

Your estate plan forms an important cornerstone of your overall financial plan as both work together to help you meet and protect your financial goals.

That’s where your team of dedicated, expert financial advisors comes in.

We’re here to help you through the entire estate planning process.

Whether it’s ensuring that your super will be distributed to your loved ones or helping you to create a will tailored to your personal financial circumstances, your team of financial advisors will be by your side every step of the way.

We take a holistic approach that considers every part of your financial situation before creating a clear estate plan suited to your unique financial needs, wants and goals.

Our financial advisors can help you:

  • Distribute your assets in a way that minimises tax obligations
  • Create a thorough and legally-binding will
  • Make sure that you are taken care of in the case of a loss of mental capacity
  • Understand how estate planning factors into your overall financial plan
  • Sleep easy at night knowing that everything is protected

Your team of professional financial advisors will then work together with you to ensure that your estate plan is still right for you as the years go on.

We make creating your estate plan easy.

All you have to do is get in touch.

Let Us Know How We Can Help!

What is estate planning?

When you heard the words estate planning, creating a will is probably the first thing that springs to mind.

But estate planning is about more than wills. It’s about developing a strategy, tailored to your particular financial circumstances, that deals with your assets and investments if you were to pass away.

Estate planning has one simple purpose: to provide you and your loved ones with the peace-of-mind that your assets will be passed on to your nominated beneficiaries in the most effective way.

Our estate planning service can help you with:

  • Creating a legally-binding will
  • Nominating a power of attorney in case something were to happen to you
  • Understanding the pros and cons of testamentary trusts
  • Navigating the tax implications that may affect your heirs
  • Ensuring your superannuation is included in your estate

To put it simply: developing an estate plan ensures that your wishes will be carried out without any problems in case the worst were to happen.

We help you to create this financial security with the confidence and ease that only guidance from experienced professionals can give.

Why is estate planning important?

We know that you work hard for your money, so we’ll work hard to make sure that the results of your labour are being protected even after you are gone.

Developing a clear estate plan can help to ensure:

  • Your family will be financially supported after you are gone
  • Your loved ones avoid any disputes or messy legal battles regarding inheritance
  • Your nominated beneficiaries aren’t hit with excessive tax obligations
  • Your children are properly cared for if you were to pass unexpectedly
  • You receive the funeral you want

Without a thorough estate plan, your family’s financial security may be subject to differing state laws or other external factors that prevent them from inheriting what you’d like them to inherit.

Don’t make your loved ones shoulder that added stress through inaction.

My Wealth Solutions is here to help.

While a professional financial plan helps you to tackle life’s everyday financial challenges, a comprehensive estate plan makes sure that the wealth you worked hard to grow will be protected and distributed according to your wishes.

That’s why your team of expert financial advisors work together with you to create an estate plan that complements your overall financial plan. By doing so, we ensure that your estate is protected both now and in the future.

CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.

Louan W.
CLIENT TESTIMONIAL

My husband and I have been very impressed with MWS. They have a great team of people working with us as well as a fantastic network of local services they know well and trust. Very high value for us.

Amber R.
CLIENT TESTIMONIAL

…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.

Katrina M.
CLIENT TESTIMONIAL

Our experience has been very positive. Ben has set us up for our future and now we can feel satisfied knowing that we have our finances in good hands. We no longer stress about what we or our family would be financially accountable for should something happen to any of us. Thank you again.

Darron & Michelle H.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

We’ve had a plan drawn up and explained by Ben Budge. So pleasantly surprised to deal with people who have your best interest at heart, and we now have a clear plan to work towards. Concerns are addressed promptly and without fuss.

Debra C.
CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.
award winning and highly recommended

Want to make sure your family's financial future is protected no matter what?

Let us help give you and your family financial peace-of-mind.