Estate Planning

Estate Planning provides you with an important safety net to protect your family while preserving the value of your assets and, in many cases, the legacy of your business vision.


How would your family and loved ones be impacted if you were to pass away? Would your assets be distributed the way you want or would your estate be whittled away by taxes and costly legal challenges?

An effective Estate Plan maximises the value of your assets by:
  • reducing taxes and other expenses.
  • maximising tax deductions on insurance premiums.
  • eliminating the likelihood of court challenges or threats from creditors.

If you don’t have an Estate Plan or your circumstances have changed due to marriage, separation, divorce or perhaps the birth of a child, it is important to get your Estate Plan sorted, now!

Flexible fee structures that work for you

Our Advisers will work with you to develop a comprehensive Estate Plan that ensures your final wishes are carried out. We also work with a professional panel of legal experts who can facilitate the establishment of your Will and the appointment of Power of Attorneys.

Where possible we will package this service so your Adviser Fee includes relevant Estate Planning without the need for additional appointments or solicitor bills. We organise the lot. Now that’s refreshing!

A financial knowledge bank that can’t be beaten

Additionally, as a Green Finance Group client, you’ll have a full team of experts on your side as needed, experienced finance specialists with diverse backgrounds in commercial, residential, equipment and property development finance. We also have excellent relationships with accountants, solicitors, valuers, even lenders, that often allow us priority service and additional client benefits. 

Whether you need a full financial assessment or simply want some direction give us a call direct on 07 3899 2866 or fill out your details below and we’ll be in touch shortly.


If you'd like to know more about Life Insurance, Estate Planning or Business Succession Planning to suit your circumstances, simply fill out the form

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