It’s important to have a plan in place for your assets and finances after your passing. Many people put this off, but it’s important to remember that tomorrow is not guaranteed. A will and power of attorney can help ensure your wishes are fulfilled.

Safeguard Your Family’s Future

Expert Estate Planning Advice on the Gold Coast.

Centaur Financial Services helps you navigate through these important questions to ensure your legacy is smoothly passed on to those dearest to you once you’re gone. Our Gold Coast estate planners will provide the necessary tools to ensure your estate plan includes a will, enduring power of attorney, nominated super beneficiaries, and, if applicable, an executor, discretionary, or testamentary trust.

The choices you make today will protect the people you love when you are no longer here.

Centaur Financial Services is dedicated to helping Gold Coasters reach their financial goals. As a boutique Gold Coast financial advisory firm, we understand the importance of personalised service and take pride in knowing that our service is second to none.

By choosing us to manage your superannuation planning, you make a sound investment for your future. When you invest in us, we invest in you. Our Gold Coast advisors take the time to develop a close relationship with you; to understand your dreams and aspirations. We form a tailored strategy to ensure you have the savings to provide a comfortable standard of living in your retirement years.

Take away the guesswork and get financial clarity in retirement by investing in a team that cares about your future as much as you do; Centaur Financial Services. Contact our expert team today to arrange a no-obligation meeting – it may just change your retirement!

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estate planner gold coast
estate planners gold coast

Comprehensive Solutions for Your Estate

Comprehensive Strategies for Your Estate.

Navigating the complexities of estate planning can be daunting. Still, with the guidance of our experienced team at Centaur Financial Services, you can develop a comprehensive estate plan that addresses all aspects of your financial future. Our dedicated Gold Coast estate planners will work closely with you to understand your goals, family dynamics, and financial situation, ensuring that every aspect of your estate plan is carefully tailored to your specific needs.

You deserve the reassurance that the effort you’ve put into planning your financial future will be safeguarded for your loved ones. Estate planning encompasses more than just financial concerns—it is about ensuring a smooth and tax-efficient transfer of your estate to your intended beneficiaries. The structure of your Estate Plan can significantly impact the taxes your beneficiaries will face and the timing and conditions of distributions.

Developing a tax-effective estate plan requires thoroughly analysing your current financial, family, and professional circumstances. A well-crafted estate plan comprises tailored products and services to meet your unique needs and circumstances.

Our Gold Coast estate planners can help you:

  • Set up the right financial structure to manage your affairs
  • Help you identify all potential beneficiaries
  • Explore the most tax-effective strategy to distribute your assets
  • Recommend and implement life insurance to suit your needs
  • Make sure your wishes are reflected and implemented
  • Help write a will and enlist an enduring power of attorney

An estate plan often includes reviewing or establishing a will, appointing an enduring power of attorney, selecting an executor, establishing guardianship, considering a family trust, designating beneficiaries for superannuation and insurance, and securing adequate life insurance coverage.

  • Will: Strategically plan the management and distribution of your estate after your passing.
  • Enduring Power of Attorney: Appoint a trusted individual to act on your behalf and make crucial decisions regarding your affairs.
  • Superannuation: Nominate beneficiaries to receive your superannuation balance and safeguard your retirement savings.
  • Life Insurance: Safeguard your family’s financial future by securing sufficient life coverage.

Ensure your estate plan reflects your intentions and protects your loved ones for future generations. Contact Centaur Financial Services today for comprehensive estate planning assistance tailored to your needs.

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Frequently Asked Questions About Estate Planning

Not everyone invests in an estate plan, but if you have any wealth, there are more than a few reasons why you should.

Our Gold Coast estate planning advisors can help you with the following:

  • Protect beneficiaries
  • Protect children
  • Protect family wealth
  • Plan for incapacity
  • Minimise transfer taxes
  • Eliminates family squabbling
  • Disperse wealth to your wishes
  • Choose guardians for children
  • Provide significant tax advantages
  • Ensure inheritance isn’t misspent
  • Choose executors/trustees for your estate
  • Ensure your business continues smoothly

A good estate plan should include a will or a trust, enduring power of attorney, beneficiary nominations, guardianship nominations (if applicable), life insurance, and a letter of intent for your estate executor or a beneficiary.

Many think estate planning is something to worry about in your older years. But the truth is, it’s never too early to start estate planning. No one knows when their time is up. No one knows when the expected will happen. We only have to look at 2020 to see that nothing in life is certain – you could be struck by a car tomorrow. Therefore, starting an estate plan as soon as possible is best, especially if you have wealth or a family.

Contact Centaur Financial Services to start planning your estate today.

As our lives change, so do our estate planning needs. In our younger years, a power of attorney may be the most important element to consider. As we age and have a home and family, wills and trusts become more critical. As we accumulate wealth in our 40s, attention moves to asset distribution, life insurance, and reviewing your will and power of attorney. Later in life, as we pass 50, it’s vital to ensure everything is in place and aligned with your current wishes.

Just like a will, as your life changes, your estate plan needs to be reviewed to ensure all your wishes are met. Contact Centaur Financial Services to update your estate plan today.

To prepare for an estate planning meeting with Centaur Financial Services, you must gather relevant financial documents and supply personal information.

Such information includes:

  • A list of assets and significant liabilities and their estimated values
  • A list of beneficiaries, along with their exact names and addresses
  • All life insurance policies
  • Who do you want to appoint as legal guardians for your children
  • Who would you choose executors/trustees for your estate
  • Who do you want to appoint as your power of attorney
  • The age at you want your children to receive their inheritance outright
  • How do you want your estate to be distributed to

There is a big difference between a will and estate planning. A will is just one component of an estate plan. Estate planning comprises reviewing or creating a will, along with other important components, which include appointing a power of attorney, investing in life insurance, appointing legal guardians for children, appointing an estate executor/trustee, and electing superannuation beneficiaries.

Are you prepared to secure your legacy and protect your loved ones’ future?

Don’t leave your estate planning to chance. Take control of your financial legacy today. Contact us to schedule a consultation with one of our Gold Coast estate planners to discover how our expertise can help you navigate the complexities of estate planning with confidence and peace of mind.

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