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 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 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 one’s 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.

Disclaimer: My Wealth Solutions does not provide family law or estate planning advice. Instead, we’ll refer you to one of our expert referral partners who will provide this service to you.

…Right off the bat Daniel Judge seemed very genuine and passionate about what he does.  He took an interest in my life, history and where I want to be in 10 to 15 years in the future.  He explained (my) options, but he kept me in control, which made me feel safe and reassured that I was doing the right thing for my family.  We signed up with Daniel and we have no regrets.  We have eyes on our investment, our fortnightly contributions are easily managed and they keep in regular contact.  We would highly recommend Daniel Judge as a financial planner to help you reach financial independence…

Todd P, CAO
Ben and the team at My Wealth are a very professional, yet friendly service. I feel confident that my money is being handled with my best interests at heart. I would recommend My Wealth to anyone, no matter your financial position!
Michael J

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.

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.

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.

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.

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.

…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.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo

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.