Australian Financial Services Licensee Number: 523831
Estate Planning
Protect your wealth and ensure your wishes are carried out with a personalised estate planning strategy.
PLAN FOR THE FUTURE
Helping You Protect What Matters Most
Estate planning is about more than preparing legal documents, it’s about creating a clear plan that protects your wealth, supports your loved ones and gives you confidence that your wishes will be respected.
At BHPW, we work closely with you and, where appropriate, collaborate with your legal and tax professionals to ensure your financial strategy complements your estate planning arrangements. Our goal is to help you make informed decisions that reflect your personal circumstances and long-term objectives.
Key Components of Estate Planning
Wills
A will outlines how your assets will be distributed and allows you to nominate guardians for dependent children. Having a valid will provides clarity and helps ensure your wishes are carried out.
Enduring Power of Attorney
An Enduring Power of Attorney allows you to appoint someone you trust to manage your financial and legal affairs if you're unable to make decisions yourself.
Enduring Guardian
An Enduring Guardian enables you to nominate someone to make personal, health and lifestyle decisions on your behalf should you lose the capacity to do so.
THE BENEFITS
Why Estate Planning Matters
Every family and financial situation is different. We take the time to understand your goals before recommending strategies tailored to your circumstances.
By working collaboratively with your professional advisers, we help ensure your estate planning forms part of a comprehensive long-term financial strategy.
Protect Your Loved Ones
Help ensure your family is supported and your wishes are respected during difficult times.
Preserve Your Wealth
Consider strategies that may assist with the efficient transfer of wealth to future generations.
Plan with Confidence
A well-structured estate plan can reduce uncertainty and provide peace of mind for you and your family.
A Coordinated Approach
We work alongside your trusted legal and tax professionals to help align your estate planning with your broader financial goals.
NO STRESS. NO OBLIGATION.
Why Choose BHPW for Estate Planning?
At BHPW, we take a personalised approach to estate planning because every individual and family has unique goals and circumstances. We work closely with you and, where appropriate, collaborate with your legal and tax professionals to help ensure your estate planning strategy aligns with your broader financial objectives. Our focus is on providing practical advice that helps protect your wealth and gives you confidence for the future.
GET STARTED
Book a Complimentary Consultation
Take the first step towards protecting your legacy with confidence. Book a complimentary consultation with one of our experienced advisers to discuss your estate planning needs and discover how personalised financial advice can support your long-term goals.
FAQs
Frequently Asked Questions
Common Questions About Estate Planning
What is estate planning and why is it important?
Estate planning is the process of organising your financial affairs to help ensure your assets are managed and distributed according to your wishes. A well-considered estate plan can provide financial security for your loved ones, reduce uncertainty and help ensure your personal and financial objectives are respected.
Do I need estate planning if I already have a will?
Yes. While a will is an important part of estate planning, a comprehensive strategy may also consider your superannuation, beneficiary nominations, asset ownership, powers of attorney and broader financial arrangements. Together, these elements help create a more complete plan for the future.
Can BHPW prepare legal documents such as wills or powers of attorney?
No. BHPW provides financial advice and works alongside your solicitor and other trusted professionals. We help ensure your financial strategy complements your estate planning arrangements while your legal adviser prepares the necessary legal documents.
When should I review my estate plan?
It’s a good idea to review your estate plan whenever your circumstances change. Major life events such as marriage, divorce, the birth of a child, retirement, receiving an inheritance or significant changes to your financial situation may all require your estate planning arrangements to be updated.
How can BHPW help with estate planning?
Our advisers take the time to understand your goals, family circumstances and financial position before recommending strategies tailored to your needs. We collaborate with your legal and tax professionals where appropriate to help ensure your estate planning supports your broader financial objectives.
How do I get started with estate planning?
The first step is to book a complimentary consultation with one of our experienced advisers. We’ll discuss your financial goals, answer your questions and explain how a personalised estate planning strategy can help protect your wealth and provide greater confidence for the future.
Visit Our Office
Level 5, 115 Pitt Street Sydney NSW 2000 Australia
(02) 9221 9442
Monday – Friday
9:00 AM – 5:00 PM
Book a Free Consultation
Book a complimentary consultation with one of our experienced advisers.
Disclaimer Bowden Hayes Private Wealth is a Corporate Authorised Representative of Templestone Financial Services Pty Ltd (ABN 99 641 075 952), Australian Financial Services Licence No. 523831. Any advice provided on this website is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider obtaining personal financial advice before making any financial decisions.