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

While most Australians are limited to a concessional contributions cap of $30,000 per year (for 2025-26), Super SA's Triple S scheme operates under different rules. Those rules can open the door to significant tax savings and a much faster path to financial independence, if you know how to use them. For those over age 60, the planning opportunity becomes even more powerful when combined with a Transition to Retirement (TTR) strategy.