Estate Planning

Estate planning might not be something you’ve considered, it completely depends on your private circumstance and the degree of concern you have with how your wealth is passed on.

Looking to get
your estate
in order?

Estate planning might not be something you’ve considered, it completely depends on your private circumstance and the degree of concern you have with how your wealth is passed on. Rocket Wealth Management have experts in estate planning to assist you and to talk through your assets that will provide you with peace of mind ensuring that you maximise the settlements that remain.

Our Estate Services include:

  • Wills
  • Executor services
  • Personal financial administration
  • Enduring Power of Attorney
  • Trusts
  • Tax returns

We’ve outlined a few key points about estate planning and how we can help you.

Reviewing your will

A will sets out how you want your estate to be managed and distributed after your death. It can also include the appointment of a guardian for your children. Without a will, management of your estate can be costly and time consuming, but don’t worry, we’re here to help!

It’s important to have a valid will and to review it regularly to make sure it is still in line with your goals and intentions. A will with even a small flaw may lead to an expensive process if it is contested or doesn’t direct how to distribute assets not included in the original will. At Rocket Wealth Management we can assist you in the making of your will, ensuring it will follow your intentions after you’re gone.

What’s a power of attorney?

If you were to become incapable of handling your affairs, control of your assets could revert to a person appointed by a court. It would be more useful if you had an enduring power of attorney set up now so that if you cannot manage your affairs, someone you trust and have chosen to act for you, can make the important decisions affecting you and your affairs.

What about a family trust?

A family trust is a common arrangement used by small businesses to share the business’ income in the most tax-effective way among beneficiaries within the family group and to protect family assets.

It is most useful where the business is generating income and experiencing growth. It involves setting up a trust with a nominated trustee, who has responsibility for distributing the estate to your nominated beneficiaries. It can also be used to protect assets from dependants’ creditors or if a dependant isn’t capable of managing money. If you’re interested in setting up a family trust, get in contact with us today to talk it though!

What does it mean to give guardianship?

A guardian can make decisions regarding where you live and your medical care if you lose the capacity to make your own decisions. It’s important to select someone you trust as soon as any signs appear that you may need these decisions made for you.

What happens to Super?

The death benefit is usually paid to your nominated beneficiaries. The balance will be paid depending on who you have nominated as beneficiaries.

If you are insuring through your superannuation, you need to understand the difference between binding and non-binding beneficiaries as well as some issues to be aware of. If you have insurance outside of superannuation, you can nominate anyone to be a beneficiary.

The best way to look after your family’s future is to ensure your will accurately reflects your intentions after you pass. To help get your estate in order, make an appointment today.

Ready to talk? Book an appointment today.

With our experience in finance and mortgage broking, our aim is to deliver the right strategy for your circumstances, and make the process as simple as possible.

Our Past Clients

“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”

-T Logan & S Kinnard Para Hills SA



“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”

-S Hedges Vally View SA



“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”

-J Dawson Mawson Lakes SA


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