Estate Planning

Estate Planning

Brisbane / Services / Estate Planning

Estate Planning

Leave your loved ones with financial security that lasts. Talk to us about our estate planning services today.

If you’ve always wanted to make sure you can provide for your family and distribute your assets how you wish after passing, estate planning advice with an experienced financial adviser is something that will benefit you in the long run. Through estate planning, you can take care of your loved ones well after you have passed on. 

Estate planning makes organising your end-of-life plans stress free. We discuss all options for asset protection and draw up an effective estate plan for you to leave to your loved ones. 

Our experts are skilled in communicating your financial wishes and structuring your assets appropriately. The customer service we provide to our clients sets them at ease when handling the sensitive subjects that come with estate planning. Planning your estate doesn’t have to be complicated.

estate planning

The Importance of Planning Your Estate

Estate planning is a logical choice to provide for your family in the event of your death. Planning your estate is all about protection. Protecting your loved ones with a secure financial future is one of the many gifts you can leave for them. A death benefit such as a life insurance payout or a prior investment can provide your loved ones with the financial protection they need after you are no longer alive. In addition to providing financial security, planning your estate is essential for several reasons.

  • Ensuring your family receives their rightful inheritance 
  • Help to minimise tax liability 
  • Managing the dispersal of your fixed and liquid assets
  • Securing the funeral plans you’ve always wanted
  • Avoiding family conflict after your passing
  • Giving your children a quality education
  • Maintaining your family business’s income flow

We understand the importance of estate planning and everything it entails. Our inclusive services are the perfect solution for ensuring financial security for your family. Our professional advisors put forth their all when developing your estate plan to make your dreams a reality for your family.

Enjoy peace of mind that your family is in good hands after your passing with a well managed estate plan. Book a call here with Blue Tree Financial Planning for all inclusive estate planning.

“We understand that everyone is unique. That’s why we take the time to understand your financial goals and it all starts with a conversation…​”

TESTIMONIALS

Very professional service. Matthew has been (and is) an excellent, supportive and quality financial planner. He is responsive and provides tailored advice to suit my circumstances. I would highly recommend Blue Tree Financial Planning.

TESTIMONIALS

Matt Scherhag has been our Financial Planner for quite a few years now and we have always found Matt to be extremely knowledgeable and professional but more importantly someone who really listens to us and is interested in our specific needs. Matt is extremely easy to talk to and always takes the time to go over every detail with us. I have no hesitation in highly recommending Matt.

TESTIMONIALS

Matt has always been ready to answer any questions my husband and I have had, and very patiently explains what he's suggesting for us. He is very approachable and never makes us feel foolish when we ask for more information. I strongly advise you to talk to Matt and his capable team to guide your future.

TESTIMONIALS

Matthew is a knowledgeable planner who is always looking out for ways for clients to reach their financial goals sooner. He takes the time to find out what is important to the client and then works on a strategy to put this in place as quickly as possible. We would highly recommend Matthew, Sherilee and the whole team to anyone who is looking at getting their finances in order.

TESTIMONIALS

I appreciated the very personal approach and the depth of detail that Blue Tree Financial went to, when I started with them last year. I now have a healthy superannuation fund that suits my exact requirements. Even better, the cost of the information I received was more than covered by the savings I made from putting the advice into action.

TESTIMONIALS

anyone interested in investment or superannuation plans, I highly recommend BLUE TREE FINANCIAL PLANNING. Matt is very professional and sincere with all the advice that he gives