Receiving an inheritance can be both a meaningful and emotionally complex moment. It often comes with important financial decisions that impact your long-term wellbeing. Having clear, objective guidance ensures you make choices that honour your loved one’s legacy while supporting your own financial future.

We help you navigate the key considerations, offering expert advice on:

• Understanding your inheritance options

• Managing lump-sum payments or investment assets

• Tax implications and how to minimise unintended consequences

• Superannuation death benefits and beneficiary rules

• Making informed decisions around retaining, selling, or reinvesting inherited assets

• Updating your own financial plan, estate plan, and insurance needs

We provide clarity, education, and support so you can move forward confidently. Our role is to help you make thoughtful, strategic decisions that align with your goals, ensuring your inheritance contributes meaningfully to your financial security and peace of mind.

Whether you’re receiving an inheritance or planning to pass wealth on to future generations, we’re here to support you every step of the way.