Estate Planning
Trusted Guidance for Securing Your Legacy
A solid estate plan ensures your wealth is passed on according to your wishes, providing peace of mind that your loved ones will be taken care of as you intend. Without the right planning, your beneficiaries may face unnecessary taxes or delays in settling your estate.
At Coastal Wealth, we help you create an estate plan that protects your legacy, maximises your wealth for future generations, and reduces complications for your family.
Our Estate Planning Services Include:
- Structuring your investments to ensure they align with your wishes and intentions
- Identifying gaps in your current estate plan and connecting you with the right professionals to tailor your plan to your unique needs
Centrelink Planning
Navigate Centrelink and the Aged pension with Confidence and Peace of Mind
Accessing and maximising the Aged Pensioncan be complicated. With Coastal Wealth, you’ll receive trusted guidance to ensure you maximise your entitlements and make informed decisions about your retirement. We’ll help you navigate the complexities of Centrelink, ensuring you’re getting the right support while protecting your wealth for the future.
Bill and James are here to help you secure the peace of mind that comes with knowing your financial strategy is optimised for your needs—now and in the years ahead.