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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

I recently gave a speech to the Unley Rotary Club on Cybersecurity and awareness of financial scams; the audience had some fantastic follow up questions and many more than I expected. The interesting outcome for me from that presentation was the audience’s sheer diversity of understanding of what scams exist, how they affect people and what someone can do to avoid those risks. Some were genuinely shocked, others apathetic; It won’t happen to me, I’m not affected as I don’t use Facebook, what can I really do to stop it…?
Millions of Australians have (or are about to) receive their first pay packet for the 2024-25 financial year, and it should contain some extra cash. Thanks to the federal government’s “Stage 3” changes to individual tax rates and thresholds, all 13.6 million Australian taxpayers will benefit from income tax cuts that started on 1 July 2024.
As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.