Estate Planning

We’ll guide you through
a difficult time

Discussing what will happen to your estate after your gone is not a conversation anyone wants to have. But to make the transition of your assets a simple process for your loved ones, it’s vital to put an effective plan in place. Failing to design a sound estate plan can lead to reduced wealth for your beneficiaries or unnecessary tax liabilities. At Hunter Financial we’ve been helping families with estate planning for over 35 years, so we understand what’s required and we’ll guide you through the steps, thoughtfully and compassionately.

Sometimes a written will is not enough to avoid a lengthy, bureaucratic and overly complicated process at a time of grief. With an estate plan in place, your loved ones can attend to financial matters in a simple and timely manner, meaning your assets such as superannuation, jointly owned assets, insurance policies, and any family trust or company assets can be left to your family easily.

We’ll give you reliable advice and a steady hand during an emotional time to make sure your legacy is left the way you want it to be.