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

Whilst there is often no single cause for market volatility, there are some conditions that can lead to it. In recent times, we have seen concerns about when interest rates and inflation, the perception of a housing market bubble, and instability in global affairs affect the ability of investors to obtain a reliable picture of the future. While these kinds of stories are not new and may not have triggered the recent stock market fall, they are some of the forces at play in the current market turmoil.
The type of concession card you may be eligible for is based on your age and circumstances. A Pensioner Concession Card (PCC) is issued to pensioners, a Low Income Health Care Card (LIHCC), is issued to someone on lower income, regardless of their age, and a Commonwealth Seniors health Card (CSHC), is available to someone who is above age pension age and doesn’t qualify for any social security payment.
The last 3 years in markets have been a challenging time, first came COVID and then the Russian invasion of Ukraine, it’s hard to see the light at the end of the tunnel. Household consumption is the primary force behind economic growth and it’s been experiencing a difficult combination of soaring mortgage rates, increased living expenses and persistent inflation. Together, these things are causing a decrease in disposable income. These strains are likely to persist for a while yet and are causing the short-term fluctuations you might be seeing in your portfolios, depending on your level of share exposure.