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Estate planning is about peace of mind, knowing the wealth you have worked for will pass to the people who matter, exactly as you intend. Our Sydney advisers guide you through clear, personalised estate planning that goes beyond a will, protecting your wishes and looking after the people you love.
More than a will, a plan for your family’s future
After a lifetime of building wealth, you want it to reach the right hands with as little stress and tax as possible. A well-structured estate plan makes sure your assets pass to the beneficiaries you choose, any tax payable is minimised, and your wealth is protected if a loved one ever faces legal or financial difficulty.
Families are more complex than ever, so estate planning today often involves far more than a simple will. We look at every angle and work alongside your solicitor and accountant, making sure nothing is left to chance and your wishes are clear.
Clear guidance so your will reflects your wishes and your assets pass to the right people.
Structure your estate so more of your wealth reaches your family and less is lost to tax.
Help protect your wealth for your beneficiaries, even if they face legal or financial difficulty.
Explore whether a trust in your will could protect and manage wealth for your loved ones.
OUR PROCESS
01.
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An informal, no-obligation conversation about your family, your wishes and your current arrangements.
02.
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A comprehensive legacy plan covering your wishes, beneficiaries, tax and asset protection, written so every decision is easy to follow.
03.
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We coordinate directly with your solicitor and accountant to establish the right documents and legacy structures.
04.
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Ongoing reviews so your legacy plan keeps pace with changes in your family, your assets and the law.
WHY SHEFFIELD FINANCIAL GROUP
We treat your estate plan as part of your complete financial picture, not a standalone document.
Compassionate guidance through a complex legal and financial area, with every option explained clearly.
Your estate plan is guided by Gus Taylor, an award-winning adviser named Young Financial Planner of the Year, backed by a team that genuinely cares about your family’s future.
Estate planning is making sure your assets pass to the people you choose, in the most tax-effective and protected way. It often involves much more than just a will.
Very likely, yes. A will is an important start, but a complete plan also considers tax, asset protection, beneficiaries and structures such as trusts.
No. If you own a home, have super, insurance or a family, an estate plan helps make sure it all ends up in the right hands.
Wills and legal documents are prepared by a solicitor. We guide your strategy and coordinate with your solicitor and accountant so everything works together.
It works hand in hand with your super, investments and insurance, so your whole plan protects the people you care about.
Yes, and there is no obligation. Your first discovery call is completely free, so we can understand your family and your wishes before recommending a strategy.
Sheffield Financial Group Pty Ltd. Authorised Representative Number 1246916. Corporate Authorised Representatives of Lifespan Financial Planning Pty Ltd | AFSL Number 229892.
Registered Address 320 Pitt St, Sydney NSW 2000 (by appointment only).
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