Estate planning

Goldsborough can assist in your estate planning by ensuring any financial strategy we put in place for you takes into consideration your plans for your estate after you pass away.

Having an ongoing relationship with your financial planner also means we can be there to support your spouse or children at a difficult time.

If you’re a business owner, we can help you design a succession plan, as well as develop a funding mechanism to ensure the plan can be achieved and your family is financially comfortable.

Meet with an estate planning lawyer in our offices

On the second Friday of every month, a specialist estate planning lawyer visits our offices.

They can help with drawing up Wills, Powers of Attorney and Guardianship documents. To make an appointment, please call our receptionist on (08) 8378 4000.

Estate planning with peace of mind

Our Estate Planning for Life program is an excellent tool that puts you back in control of planning and preparing your personal affairs. For our clients it provides peace of mind knowing that when their time comes, those they love will have the information they need to manage their affairs quickly and wholly.

For help with estate planning, book an appointment with one of our friendly advisers.

Request an appointment for Estate planning

Latest insights

You’re retired and you’ve set yourself up well financially. You have no debt, no job to lose, no (or little) taxable income, no kids eating your fridge out and ready access to capital. You’re the envy of every financially stressed 40 year old with years of pressure head of them; possibly your own children. You wonder how you can help but you don’t want to just hand over cash without a purpose, and you also don’t want to create dependency or expectations.
One of the biggest concerns facing Australians approaching retirement is the fear of running out of money. Financial experts have even coined a term for it: FORO (Fear of Running Out). While this anxiety is understandable, research suggests that many retirees may be more financially secure than they realise. By understanding the factors that influence retirement income and longevity, Australians can make more informed decisions and enjoy their retirement with greater confidence.