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It's your financial legacy

If your assets are more complex and you would like to share your wealth with many loved ones, an Estate Plan is essential.

Your MORE adviser can work with your solicitor, or our own estate planners to create an estate plan that will effectively execute your last wishes.

Your MORE adviser can

  • Implement strategies to maximise the benefits of your assets to pass onto your beneficiaries (such as reducing tax);
  • Arrange a Binding Death Benefit Nomination to decide who will receive your superannuation fund; and
  • Work closely with your solicitor or our own estate planners to ensure that you have one consolidated solution which covers your estate planning needs.

Your MORE adviser can offer the following services to meet your entire estate planning solution

  • Wills and Power of Attorney preparation
  • Estate Administration
  • Trustee Services
  • Attorney Services

Having a MORE adviser help you with your Estate Planning needs will ensure your death doesn’t result in your assets going to the tax office, or your loved ones fighting over your wealth.

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The quality of service was exceptional. I didnít think such a complicated
subject could be made so understandable to someone like myself...
M. Jones