Estate Planning - Financial Advice - Sydney & Bowral

About

We can help you create an effective estate plan that clearly outlines how you want your assets distributed.

Estate planning is about ensuring your wishes are clearly documented and your family is supported when it matters most. Without the right structures in place, even well-intentioned plans can become complicated or create unnecessary stress for loved ones.

At Poole Advisory, we help you consider how your assets, superannuation and investments fit into your broader estate planning strategy. We take the time to understand your family circumstances and long-term intentions so your plan reflects what matters most to you.

We work closely with trusted estate planning lawyers to ensure the right legal documents are in place. This includes supporting you with wills, powers of attorney and other important arrangements designed to protect your assets and provide clarity for the future.

Together, we help create a plan that gives you confidence today and peace of mind for the years ahead.

Let's talk about your plan

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Our Approach

Save your loved ones from additional stress with family estate planning.

Three generations: a young girl kissing a smiling woman on the cheek while an older woman laughs beside them.

Last Will and Testament + Power of Attorneys

If you die without a Will or with an invalid Will, your assets may not go to who you want them to. Having an updated Will and testament is a crucial step in estate planning, however, it is not the only element. Giving someone the power of attorney can allow them to make decisions on your behalf – an essential part of estate planning that should be well considered to protect your family from an uncertain financial future.

Superannuation Beneficiaries

Another important element of estate planning is to choose who your superannuation will go to when you die. Contrary to common belief, your superannuation doesn’t automatically go to your estate. Your superannuation will likely go to your spouse and children unless otherwise specified. You may choose to make beneficiary nominations, choosing a superannuation beneficiary.

Funeral Instructions

Making your funeral plans clear within your estate plan can ensure you have the funeral you want and you can also include financial support to take the stress away from your family and loved ones in what is an already emotional, challenging time.

Testimonials