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Estate planning

Estate Planning Advisor

Our estate planning advisors, in consultation with our professional partners, are able to provide comprehensive estate planning strategies for individuals, families, and businesses. We as an estate planning advisor endeavour to deliver an effortless distribution of our client’s inheritance and provide security for their assets in the future.

Our Estate Planning Services Include:

Wills as everyone’s situation is different, we will spend time with our clients to ensure that they have:

  • Nomination of a guardian for minors.
  • Provision for family members with special needs.
  • Provision for loved ones who are unable to manage their own funds or for the future protection caused by unplanned events.
  • Minimisation of taxes, court costs, and unnecessary legal fees.

Enduring Power of Attorney (EPA) An EPA is a highly valuable document that allows personal and business matters to be carried out on a client’s behalf if they are unable to make such decisions themselves. It provides a client peace of mind and confidence that important matters are handled by an entrusted appointed individual. Contact us today and let’s start your Estate planning with the help of our experienced estate planning advisors!

Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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Google Rating
4.0
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