Estate planning and Asset protection

Create a plan that protects your wealth today and secures your family’s future.

Estate planning ensures that the wealth you’ve worked hard to build is directed to your preferred beneficiaries while avoiding unnecessary tax burdens and legal complications.

Ideal for?

  • Business owners
  • Investors
  • Families with complex needs

Guiding you through

Wills and testamentary trusts

Protect your assets from being contested in court by ensuring clear, detailed directives and safeguard your wealth so it remains within your bloodline for future generations.

Business succession planning

Prepare for unforeseen events that could drive your business to a halt if you don’t have a succession plan in place.  

Asset protection

Protect your assets for your family’s bloodline and safeguard your wealth against unexpected risks, such as creditors, legal claims, or unintended liabilities from poorly structured portfolios.

Loan strategies

Ensure that any financial support for family members aligns with your broader wealth strategy, providing long-term benefits for your estate and bloodline beneficiaries.

Superannuation estate planning

Ensure your superannuation is distributed tax-effectively and in line with your wishes, providing financial security for your loved ones while protecting your assets from potential claims.

We collaborate with an experienced team of solicitors, financial planners, and other specialists to ensure no detail is overlooked.

You’ll gain

  • Peace of mind

    Rest easy knowing your family’s financial future is secure and your wealth is protected.

  • Legal protection

    Minimise the risk of litigation by creating a robust plan that directs assets to your intended beneficiaries.

  • Business continuity

    Ensure your business remains operational and financially stable after your passing, avoiding ripple effects that could impact employees, suppliers, and family members.

     

  • Tax savings

    Avoid losing significant portions of your estate to taxes.

  • Family stability

    Protect your family’s financial wellbeing, even in complex situations like blended families or children with additional needs. By creating a clear, structured plan you’ll avoid unnecessary conflict which is a real gift for future generations.

  • Financial efficiency

    Save money in the long term by preventing costly legal disputes and unnecessary tax liabilities.

     

Always only one call away

Let us show you. Book Today

Frequently Asked Questions

Investors and life and business partners if applicable.

  1. Initial meeting to understand your situation, beneficiaries, goals, exit strategies, wealth planning, risk areas and more.
  2. Develop a plan for first approval based on the information provided
  3. Put the plan into place in conjunction with other experts

Making an enquiry regarding your SMSF is easy!  You can book a consultation through our website or by contacting our office directly.

50% up front and 50% on completion

Pricing

Make an enquiry for a tailored quote

Testimonials

I needed the advice of Lighthouse, which I found was very professional and detailed. It was extremely helpful when you’re starting up a new business and managing multiple investments to have someone holding your hand and saying, this is what we need to do.

  • Ready to plan your legacy? You’re only one call away from securing your legacy for generations to come.


    Schedule a Consultation

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