Estate and Legacy Planning

Our combined financial planning and accounting expertise ensures your future wishes are planned and managed with precision.

We won’t leave anything to chance

Our combined financial planning and accounting expertise ensures your future wishes are planned and managed with precision. The complexities involved with estate planning are enormous. Taxation, accessibility and contesting implications can all pose serious challenges. We’ll structure your estate and legacy in a way that protects your wishes, and also reduces or eliminates any tax liabilities to your beneficiaries.

Personal, caring approach

We understand that talking about these ‘what-if’ topics can be difficult, but our compassionate, caring manner will put you at ease. It’s our goal that you have total confidence that the correct structure is in place so you can enjoy living your life. We work closely with our trusted network of estate planning solicitors to develop and implement robust and comprehensive plans.

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Daniel Mathers is an authorised representative (1238174) of Hunter Green Pty Ltd (AFSL 225962). Emily Matthews is an authorised representative (1261200) of Hunter Green Pty Ltd (AFSL 225962). Future Key Financial Pty Ltd ACN 608 953 840 is a Corporate Authorised Representative (1238170) of Hunter Green Pty Ltd (AFSL 225962). The information on this website contains general information and does not take into account your personal objectives, financial situation or needs. We recommend that you seek for specific financial advice if you require advice that takes into account your personal circumstances.