Preserve your legacy for the next generation.
Thoughtful estate planning to protect your wealth, provide for your loved ones, and ensure your wishes are honored.
Advice to get you financially well organised
Estate Planning
Wills
Define how your assets are distributed after your passing.
Enduring Power of Attorney (POA)
Authorise someone you trust to make decisions on your behalf.
An enduring POA ensures your financial and legal matters are managed effectively if you become unable to handle them yourself.
Death Benefit Nominations
Direct where your superannuation benefits go.
By nominating beneficiaries, you can ensure your superannuation funds are distributed according to your wishes and in a tax-efficient manner.
Reversionary Pension
Provide a seamless transfer of retirement income to a dependent.
A reversionary pension allows your retirement income stream to continue for a nominated beneficiary without disruption.
“Nick has looked after us for 15 years as our Macquarie Private Banker. Apart from his engaging personality, Nick has been diligent, knowledgeable, proactive, courteous, and has always been focused on our best financial interests.”
“Nick has the most valuable skill that he is able to explain relatively complex matters, such as the vagaries of capital markets, to any audience from ‘Mum and Dad’ investors to a Board of sophisticated professionals.”
Rest assured, you can leave a lasting legacy
Discover how our personalised investment advice can help you achieve your financial goals. Schedule a consultation today.
Comprehensive Financial Planning for Every Stage of Life
Holistic financial solutions to secure your future and achieve your goals.
- We help you define and prioritise your financial objectives, whether it’s growing your wealth, planning for retirement, or leaving a legacy.
- Our tailored strategies encompass investment advice, retirement planning, and estate management, designed to align with your unique circumstances.
- With ongoing support, we ensure your plan adapts to life’s changes and market conditions, giving you peace of mind.
Strategic Wealth Management for Long-Term Success
Integrated financial services to grow, protect, and manage your wealth.
- From investment advice to estate planning, we offer a full spectrum of services to address every aspect of your financial journey.
- Our personalised investment strategies and retirement planning solutions focus on optimising returns and minimising risks.
- We guide you through complex decisions with clarity, ensuring your financial well-being and the preservation of your legacy.
Personalised Financial Strategies for a Secure Future
Customised advice and solutions to help you build and sustain wealth.
- We provide expert guidance on superannuation, estate planning, and retirement strategies, ensuring your goals are achievable.
- Our investment advice and portfolio management focus on diversification, risk management, and long-term growth.
- With tailored financial solutions, we help you navigate life’s milestones while safeguarding your financial independence.
You asked, we answered
How often should I update my estate plan?
You should review your plan every few years or after major life events such as marriage, divorce, or the birth of a child.
Can I include charitable giving in my estate plan?
Yes, we help incorporate philanthropy into your plan, ensuring your legacy supports the causes you care about.
What’s the difference between a will and a trust?
A will outlines how your assets should be distributed after your passing, while a trust provides a more flexible and efficient way to manage and transfer assets.
Why is estate planning important?
Estate planning ensures your assets are distributed according to your wishes, minimises tax implications, and protects your loved ones.
Didn’t find the answer you are looking for? Contact Walter Wealth
Investment advice insights
- Finance
- November 27, 2024
- Finance
- November 27, 2024
- Finance
- November 27, 2024
