Estate Planning & Intergenerational Wealth

Your wealth has the power to provide for those you love.

You can give your loved ones more than dollars & cents with the right estate plan. Our talented advisory team will give you a greater understanding of what’s possible.

We can provide tax-effective options to manage cash flow and structure SMSF succession plans, as well as a more traditional wealth transfer approach so your estate planning reflects your future vision.

At Story Wealth we manage everything from wills and trusts to family discussions and gifting strategies; we’ll ensure your legacy reflects your wishes and provides security for the people you love.

Your wealth does more than transfer; it can transform the lives of your family, establishing a financial boost to support their dreams and aspirations.

Creating Wealth That Goes Beyond You

At Story Wealth we’ll first discover what it is you’d like to ‘transfer’. Whether you’re just starting to think about estate planning or actively preparing to pass on your wealth to family.

We’ll seek an understanding of your family’s circumstances, transfer readiness, superannuation structures, and long-term goals.

With transparent advice and easy-to-understand estate planning, we provide complete confidence in creating a powerful foundation for future generations to thrive.

Some of the common questions we can answer for you:

How do I prepare my children to handle money responsibly when they inherit?
What’s the best way to structure my wealth so my family pays less tax later?
How do I ensure my super goes where I want it to when I die?
Should I set up a family trust, and does that impact my self-managed super fund?
What’s the best way to transition my business?
How do I divide my estate fairly when my children have different needs?
What gifting strategies should I use, and how will that affect my income?
How often should I review my estate plan as my family situation or wealth changes?

Watching your children flourish, grow and live their lives can be a motivator to build transferable wealth. Together, let’s create a plan that gives your family the opportunities to pursue their passions and write their own fabulous story.

~ Jessica Cooke

Financial Planning for Tomorrow's Generation

Every family’s story is unique and an adventure waiting to unfold.

Building generational wealth is an exciting journey, when you know what options are available to you.

We can advise you on considerations for your will, whether family trusts might be considered, and superannuation investment options.

We’ll present you with the many options in an easy-to-understand way, supporting to you to make decisions that could change the course of your families life.

We never settle for the ‘standard’ approach – that’s what sets us apart from others in the industry.

Our advisers partner with you to create tailored generational wealth strategies that can:

Coordinate wills, trusts, superannuation death benefits, and SMSF succession while maximising tax efficiency.
Optimise cash flow timing for gifting opportunities while maintaining your lifestyle and retirement security.
Simplify complex estate planning and wealth transfer decisions with clear, practical advise.
Review and update plans as family circumstances change, ensuring your estate and wealth transfer goals remain aligned.

Building wealth for you and your family is exciting as you see your plans taking shape.

Our Story Wealth advisers will fine-tune your estate plan, superannuation setup, and wealth transfer plans.

Your Future, Now

Whether your vision is clear or a little vague, we’ll help you with the financial plans to make it happen, just the way you want it.

Send a Message

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Send a message our way.