Estate Planning.
Want to feel comfortable in retirement or have enough cash to weather any storm? Our aim is to provide you information on how to build and protect your wealth.
Business growth solutions.
Gold Coast's Trusted Estate Planners.
Most of us think about estate planning as, well, something we don’t want to think about.
But our expert estate planning and tax minimisation team use it to empower you to plan for your financially independent retirement.
We’ll help you you protect your wealth along the way. Our estate and succession planning strategies ensure you have a written plan for wealth building, asset protection and retirement in style.
Estate Planning Solutions:
01.
Secure Your Retirement.
It’s never too early to plan, especially when over 83% of Australians won’t have enough to retire on in comfort.
02.
Protect Your Assets.
We help make your ideal future in five, ten, or twenty years a reality for you and your family.
03.
Wealth Protection.
Our accountants ensure that the assets you’ve worked hard to build are kept safe for future generations.
04.
Avoiding Probate.
We’ll help you keep your hard-earned assets within your family, and avoid the costly process of probate.
05.
'No Contest' Provisions.
Our accountants help clients simplify the estate planning process with effective provisions.
06.
Gifting Assets.
Take full control over your assets and who receives them, without worrying about the process.
Protecting
Your Future
- We help make your retirement something to look forward to, not stress over.
- We ensure your assets work for you during retirement.
- Be free to choose when and how you retire.
- We'll help you gain agency over your future.
Annette is extremely helpful and accomodating with any scenario I throw at her.
What I receive is always quality information and advice, valuable strategies (that are explained in an understandable way), plus, (as a cherry on top) reasonable and transparent pricing.
We are very happy clients!
Our Strategic Process:
Our estate planning process has been honed over many decades to provide you with total security for your assets and future.
Meet & Greet.
We'll take the time to sit down with you and truly understand what your dream retirement looks like.
Tailored Proposal.
Your proposal will be tailored to ensure your dream future becomes a reality.
Meet Your Estate Planner.
Your estate planner will ensure your solution fits your needs and is always working towards your future.
Regular Reviews.
When it comes to your retirement, you can never have enough planning. We'll keep you updated every quarter.
Our Estate Planning Experts.
Annette Bedford
CEO & Chartered Accountant
Annette derives great joy from helping clients retire on their own terms, stress-free and enjoy the futures they’ve always dream about.
Driana Bache
Client Relationship Manager
Driana assists our clients by helping them make informed decisions about how to secure their brightest future, without worrying about finances.