Estate
Planning

estate planning

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estate planning

Our Philosophy

It’s a well-known saying that there are only two sure things in life – death and taxes; unfortunately not enough people plan for either, and nor do they understand how one impacts the other.

An estate plan is vital for your complete financial plan. Yet putting together a comprehensive estate plan requires careful thought and discussion, very often on topics people have never considered before.

Once in place, a properly formulated estate plan gives clarity and direction for those who will be left behind. It can provide security and comfort for those going through the impact of your loss. It ensures that your wishes will be met and the legacy you leave is protected for those for whom it is intended. You can review and update the plan easily as circumstances, relationships and other events throughout your life unfold.

THREE REASONS TO TALK TO US

integrate protect plan

Strategies for intergenerational wealth transfer

tax effectiveness

Structured for optimal tax effectiveness

minimise cost

Integrated solutions to protect your legacy

Areas of Expertise

will authorities

Wills & Authorities

trusts structuring

Trusts & Structuring

asset transfer tax planning

Asset Transfer Tax Planning

guardianship

Guardianship

estate administration

Estate Administration

business succession planning

Business Succession Planning

Our Simple Process

discuss

DISCUSS
goals & objectives

collate

COLLATE
your information

options

OPTIONS
to identify plan

INCORPORATE
plan into statement of advice

implement

IMPLEMENT
plan by legal partner

review

REVIEW
regularly & adjust

About ONE WEALTH Advisory

about us

Strategy. Structure. Solution.

One Wealth Advisory provides people with the power to prosper financially. We are here to help you to achieve to financial flexibility now and financial freedom later.

We offer the complete financial solution, in a transparent and long-term relationship, where all the elements of your financial plan are structured to work together to realise one true goal: your financial dreams.

Contact Us