Protect what
you've built,
pass it on wisely

Estate planning is not just about what happens when you die. It is about making sure that at every stage of life, the right people have the right authority to act on your behalf — and that when the time comes, your assets go exactly where you intend.

Without a proper estate plan, the people you love can be left navigating complex legal and financial processes at the worst possible time. And without careful structuring, assets that took a lifetime to build can be eroded by tax or family disputes.

At Moolawise, we work with you and your legal advisers to create a comprehensive estate plan that reflects your wishes, protects your family and passes wealth as efficiently as possible.

What we cover:

• Will strategy and referral to specialist estate planning solicitors

• Powers of attorney — financial and medical

• Beneficiary nominations for superannuation and life insurance (binding vs non-binding)

• Testamentary trusts — protecting inheritances from tax, divorce and creditors

• Business succession planning

• Structuring assets to minimise estate taxes and duties

• Blended family and complex family structure planning

• Regular review as legislation and family circumstances chang

Who this is for:

Estate planning is relevant for anyone with assets, dependants or a business — not just those approaching retirement. It is particularly important for blended families, business owners, those with significant superannuation balances, and anyone who wants certainty that their wishes will be carried out. If you do not have an up-to-date will and binding nominations, this is where to start.

Moolawise have helped us achieve our lifestyle goals and then found more ways to help us that we had not thought of. Every single time we have reached out with a question, our adviser has been there for us right away.

— Ronen