Estate Planning

More than half of all Australian's don't have a legally binding will.

The importance of a clear plan for your estate

Preparing for death or incapacity is a sensitive topic which means many put it off until it’s too late. Good estate planning ensures that, should the worst happen, your intentions are clearly documented so that your loved ones and the law are clear on what your intended wishes are for yourself and those most important to you. 

Things that might be included as part of an estate plan are:  

Help with your estate planning needs​

Saige includes estate planning as part of its comprehensive financial planning process to ensure that your wishes are clearly documented, are legally sound and that your family minimise tax on any inheritance.

Estate Planning aligned to your wishes​

Whether your estate planning is simple or complex, talk to us about making sure your wishes are met when you are unable to do this yourself.

Stay up to date and in the know

Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of BD Financial Advisory Pty Ltd AFSL 502401 ABN 34 621 612 548. Please read our Financial Services Guide and consider our privacy policy. Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Document (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Liability limited by a scheme approved under Professional Standards Legislation.

Thank you for subscribing!

To confirm your email address, we have sent an email to you. You need to click the link in the email so we can complete your subscription.