Estate Planning

- Protecting your assets for your beneficiaries-

Passing on family assets, a business or other assets to the next generation can be tricky. Sound planning is needed to ensure your estate is not easily dissipated.

Not planning now can jeopardize a significant part or even all of your assets in the hands of your family or proposed beneficiaries. Where do you want your hard earned assets to end up?

How we can help

When it comes to the assets of an estate, it’s a matter of ensuring that the right people get the right amount at the right time. And that they get to keep it. Estate Plus helps ensure that testators’ wishes are realised by advising on: Effective wills Testamentary trusts Memorandum of wishes Enduring power of attorney Health directives Dealing with superannuation and allocated pensions on death.

Why choose us

It makes sense to work with professional advisers who really understand your ambitions from both a business and family perspective.

An integrated service

As part of the WHK Cairns group, Estate Plus gives you access to a team of financial planners and other business professionals. The result - a seamless approach to a wide range of estate and business issues.

We listen to you

Before we make recommendations, we listen to your needs, concerns and objectives.

Clear, actionable advice

You will find our recommendations and communications clear, concise and jargon free. We are known for providing practical advice that gets to the heart of complex issues.

An advisory service

We offer you a full range of business advisory services. By gaining an understanding of your business and its operating environment, we can provide you with a personal level of service and innovative business solutions.