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Estate Planning

Estate Planning

Estate Planning

Estate Planning

5/5

“I wanted to make sure the business could continue without disruption. Granada helped us plan the transition properly, with clarity for everyone involved.”

Matthew Turner

Corporate Executive

Financial Planning

3

Mins Read

Passing Away Without an Estate Plan: What Happens in Australia

Unsure what happens after you pass?

It’s hard to think about what happens after you’re gone, so estate planning is often delayed. Clear guidance helps you put simple plans in place so nothing important is left to chance.

Unsure what happens after you pass?

It’s hard to think about what happens after you’re gone, so estate planning is often delayed. Clear guidance helps you put simple plans in place so nothing important is left to chance.

Unsure what happens after you pass?

It’s hard to think about what happens after you’re gone, so estate planning is often delayed. Clear guidance helps you put simple plans in place so nothing important is left to chance.

Worried about what would happen to your family?

Without an estate plan, decisions are made by default rules, not your wishes. Thoughtful planning gives you control and helps protect the people you care about most.

Worried about what would happen to your family?

Without an estate plan, decisions are made by default rules, not your wishes. Thoughtful planning gives you control and helps protect the people you care about most.

Worried about what would happen to your family?

Without an estate plan, decisions are made by default rules, not your wishes. Thoughtful planning gives you control and helps protect the people you care about most.

Wondering when and what to plan for?

It’s not always clear when to start estate planning or what actually needs to be in place. Simple guidance helps you understand what matters now and what can be planned for later.

Wondering when and what to plan for?

It’s not always clear when to start estate planning or what actually needs to be in place. Simple guidance helps you understand what matters now and what can be planned for later.

Wondering when and what to plan for?

It’s not always clear when to start estate planning or what actually needs to be in place. Simple guidance helps you understand what matters now and what can be planned for later.

Q: When should I start thinking about estate planning?

Q: When should I start thinking about estate planning?

You should start thinking about estate planning as soon as you have something or someone you want to protect. That might be a home, savings, a business, or a family.

Estate planning is not just for later in life, it’s about making sure your wishes are clear at every stage. The earlier it’s in place, the easier it is to adjust as life changes, and the more confidence you have knowing the people you care about will be looked after if the unexpected happens.

  • It’s a huge relief knowing everything is sorted.

    “We had talked about estate planning for years but never acted. Granada helped us put everything in place clearly and thoughtfully. Knowing our family will be taken care of has lifted a huge weight.”

    Laura & Ben M.

    Retired Business Owners

  • We finally had the difficult conversations.

    “Granada guided us through estate planning in a calm, respectful way. They helped us think through scenarios we hadn’t considered and made sure our wishes were clearly documented.”

    Emma & Daniel R.

    Retired Professionals

  • It’s a huge relief knowing everything is sorted.

    “We had talked about estate planning for years but never acted. Granada helped us put everything in place clearly and thoughtfully. Knowing our family will be taken care of has lifted a huge weight.”

    Laura & Ben M.

    Retired Business Owners

  • We finally had the difficult conversations.

    “Granada guided us through estate planning in a calm, respectful way. They helped us think through scenarios we hadn’t considered and made sure our wishes were clearly documented.”

    Emma & Daniel R.

    Retired Professionals

  • It’s a huge relief knowing everything is sorted.

    “We had talked about estate planning for years but never acted. Granada helped us put everything in place clearly and thoughtfully. Knowing our family will be taken care of has lifted a huge weight.”

    Laura & Ben M.

    Retired Business Owners

  • We finally had the difficult conversations.

    “Granada guided us through estate planning in a calm, respectful way. They helped us think through scenarios we hadn’t considered and made sure our wishes were clearly documented.”

    Emma & Daniel R.

    Retired Professionals

How An Expert Advisor Can Help

How An Expert Advisor Can Help

How An Expert Advisor Can Help

Estate Planning Means:

Keeping control of what happens

Estate planning ensures your assets are transferred according to your wishes, giving you confidence that decisions won’t be left to chance.

Keeping control of what happens

Estate planning ensures your assets are transferred according to your wishes, giving you confidence that decisions won’t be left to chance.

Keeping control of what happens

Estate planning ensures your assets are transferred according to your wishes, giving you confidence that decisions won’t be left to chance.

Having the right documents in place

We guide you through wills, trusts, and powers of attorney so your affairs are clear, organised, and legally sound.

Having the right documents in place

We guide you through wills, trusts, and powers of attorney so your affairs are clear, organised, and legally sound.

Having the right documents in place

We guide you through wills, trusts, and powers of attorney so your affairs are clear, organised, and legally sound.

Making things easier for your loved ones

Clear plans help reduce stress, confusion, and difficult conversations for your family during an already emotional time.

Making things easier for your loved ones

Clear plans help reduce stress, confusion, and difficult conversations for your family during an already emotional time.

Making things easier for your loved ones

Clear plans help reduce stress, confusion, and difficult conversations for your family during an already emotional time.

Planning for the unexpected

Putting powers of attorney in place ensures trusted people can step in and act on your behalf if circumstances change.

Planning for the unexpected

Putting powers of attorney in place ensures trusted people can step in and act on your behalf if circumstances change.

Planning for the unexpected

Putting powers of attorney in place ensures trusted people can step in and act on your behalf if circumstances change.

Reducing tax for your beneficiaries

By considering tax implications as part of your estate strategy, we help minimise unnecessary tax and protect what you leave behind.

Reducing tax for your beneficiaries

By considering tax implications as part of your estate strategy, we help minimise unnecessary tax and protect what you leave behind.

Reducing tax for your beneficiaries

By considering tax implications as part of your estate strategy, we help minimise unnecessary tax and protect what you leave behind.

Protecting your legacy over time

Through thoughtful succession planning, we help safeguard your legacy and support a smooth transfer across generations.

Protecting your legacy over time

Through thoughtful succession planning, we help safeguard your legacy and support a smooth transfer across generations.

Protecting your legacy over time

Through thoughtful succession planning, we help safeguard your legacy and support a smooth transfer across generations.

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Complete This Form To Unlock Your Personalised Wealth Plan

Get started by booking your Wealth Strategy Session and completing this form. This allows us to pinpoint opportunities, minimise risk and customise a plan that accelerates your wealth growth from day one.

Q.

What does estate planning actually involve?

Without an estate plan, decisions are often made by default rules rather than your intentions. This can lead to delays, disputes, unnecessary costs, and stress for your family at a time when clarity matters most. A plan removes uncertainty when it’s least welcome.

A.

Q.

What does estate planning actually involve?

Without an estate plan, decisions are often made by default rules rather than your intentions. This can lead to delays, disputes, unnecessary costs, and stress for your family at a time when clarity matters most. A plan removes uncertainty when it’s least welcome.

A.

Q.

What does estate planning actually involve?

Without an estate plan, decisions are often made by default rules rather than your intentions. This can lead to delays, disputes, unnecessary costs, and stress for your family at a time when clarity matters most. A plan removes uncertainty when it’s least welcome.

A.

Q.

What does estate planning actually involve?

Without an estate plan, decisions are often made by default rules rather than your intentions. This can lead to delays, disputes, unnecessary costs, and stress for your family at a time when clarity matters most. A plan removes uncertainty when it’s least welcome.

A.

Q.

What happens if I don’t have an estate plan?

Q.

What happens if I don’t have an estate plan?

Q.

What happens if I don’t have an estate plan?

Q.

What happens if I don’t have an estate plan?

Q.

Do I need an estate plan if I don’t have many assets?

Q.

Do I need an estate plan if I don’t have many assets?

Q.

Do I need an estate plan if I don’t have many assets?

Q.

Do I need an estate plan if I don’t have many assets?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

Q.

Does Granada prepare legal documents?

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Explore all the ways we can help you optimise your financial future.

Explore all the ways we can help you optimise your financial future.

Investment Advice

We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.

Investment Advice

We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.

Investment Advice

We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.

Investment Advice

We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.

Retirement & Superannuation

We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.

Retirement & Superannuation

We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.

Retirement & Superannuation

We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.

Retirement & Superannuation

We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.

Income Solutions

Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.

Income Solutions

Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.

Income Solutions

Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.

Income Solutions

Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.

Tax Planning

Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.

Tax Planning

Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.

Tax Planning

Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.

Tax Planning

Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.

Insurance & Risk Management

From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.

Insurance & Risk Management

From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.

Insurance & Risk Management

From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.

Insurance & Risk Management

From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.

Business Succession Planning

We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.

Business Succession Planning

We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.

Business Succession Planning

We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.

Business Succession Planning

We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.

Estate Planning

We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.

Estate Planning

We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.

Estate Planning

We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.

Estate Planning

We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.

Investing for Non-Profits

We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.

Investing for Non-Profits

We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.

Investing for Non-Profits

We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.

Investing for Non-Profits

We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.

Book Your 30-Minute Wealth Strategy Session

Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.

Book Your 30-Minute Wealth Strategy Session

Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.

Book Your 30-Minute Wealth Strategy Session

Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.