Tax and estate planning for working families

Feeling like you earn good money and you’re not doing enough with it can be frustrating. We know the feeling, particularly when money you could have invested is going straight to the tax man rather than building your family’s financial future. Any of the following sound familiar?


  • Sick of paying too much tax
  • Money to invest but don’t know where to start
  • Aren’t taking advantage of tax minimisation
  • A Will is always in the too hard basket
  • Worried your family will fight over your estate
  • Unsure who will look after your kids if you pass…

Here’s how tax structure planning can help you…

  • Set up your investments to gain a greater tax advantage
  • Ensure you’re using every available legal pathway to minimise your tax
  • Create and build tax-effective investments – property investments or otherwise
  • Manage all your assets through a simple, tried-and-tested system
  • Structure your estate to be both tax effective and to safeguard your family’s financial future
  • Regular check-ins to help keep you on track and on top of everything
Get Started

Pay less tax

Accrue more assets

Safeguard your family

Through our market-leading system, we’ve been helping families maximise their wealth and get the right balance between money and life for more than 10 years.

Like to find out more?

Book a coffeeGive us a call

Articles you might find helpful

7 mistakes families make when building wealth

Wealth is all about building up your asset base.  This is something that I’d argue is vitally important for families, in particular. It’s not just about owning your own home (preferably your ‘dream home’).  It’s about building your asset base to a point where you can start generating passive income to fund sending your kids to the right school and funding your family’s lifestyle well…

Don’t have a will? Here’s what you need to know

  This week I want to touch on something I haven’t covered in previous blogs. Nearly half of adult Australians don’t have a will. That’s a lot. If you don’t have a will, that’s certainly no criticism, but more to say that you’re not alone. To be fair, it’s not something that’s really top of mind for your average Joe. And fair enough – no…

Pay less tax. Here’s how!

No one likes paying tax. Let’s face it. Actually, I’ll qualify that by saying ‘too’ much tax.  There’s the often bandied about reason for the rich getting richer. To that I’d argue that anyone with a bit of wealth-driven nous is using the laws of the day – legal tax breaks, tax structure et al – to get their taxable income down and use potential…

Google Rating

Call Now Button