Azure Group Wealth are specialists in providing sound advice and solutions for your Estate Planning and Personal Succession Planning needs.
Having an aligned Estate Strategy the includes your Will, Enduring Power of Attorney and Enduring Medical Guardianship as well as superannuation Binding Death Nominations, is key to having peace of mind knowing your estate will be handled in a considered and sensitive way that is arranged in a manner that’s matched to what your wishes are.
Our clients tell us that having been through the Estate Planning and Succession process, that upon the conclusion of signing these documents, they feel a great weight has been lifted from them and a sense of peace and security knowing their family will be looked after in the right way no matter what.
Personalised End to End Experience
We offer tailored end to end Estate Planning solution that includes strategy, briefing our specialist lawyers and being with you along the journey including attending meetings with the lawyers to ensure your will structure and arrangements are drafted in a way that meets your expectations.
Our solution includes:
Estate Planning Strategy focusing on asset and family protection
Deep understanding of Corporate and Family Trust structures
Advice regarding intergenerational transfer of wealth to successors
Understanding of how to implement Testamentary Trusts to protect family wealth and minimise taxation implications
DISCLAIMER/WARNING – GENERAL ADVICE ONLY
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Azure Group Wealth Pty Ltd ABN 29 162 120 569 is an Authorised Representative of AVALONfs Pty Ltd ABN 43 162 297 298, Australian Financial Services Licence No. 437518. AVALONFs Pty Ltd Financial Services Guide