Estate Planning Advice – Gold Coast

Estate Planning Advice – Gold Coast 🧾🏡

A good estate plan is about more than just a will.
At Gold Coast Financial Advisers (GCFA) we provide practical, step-by-step estate planning advice
built around your goals, family structure, cashflow, tax position and long-term wishes.

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Who We Help 👥

  • Blended families needing clear, documented beneficiary intentions.
  • Singles with super and investments who want clean, simple succession.
  • Couples aligning wills, nominations and ownership structures.
  • Anyone wanting fewer disputes and lower tax leakage for their estate.

Our Estate Planning Process 🔄

  1. Discovery — goals, family dynamics, key risks and non-negotiables.
  2. Strategy — structures, ownership, nominations and potential tax impacts.
  3. Implementation — platforms, paperwork and coordination with your solicitor.
  4. Review — regular check-ins and trigger events (e.g. marriage, divorce, sale of assets).

Case Study – Peter & Hoa, Runaway Bay 📍

Blended family with adult children from previous relationships.
Working with their solicitor, we refined will and testamentary trust options, updated superannuation nominations,
and clarified executor and attorney appointments.
The outcome: lower risk of disputes and reduced tax leakage on death.

Case Study – Ava, Mermaid Waters 📍

Single, no dependants, with significant assets.
We helped design beneficiary arrangements, structured nominations and prepared letters of wishes to reduce confusion.
Medical and financial powers of attorney were also established.
Ava gained peace of mind knowing her affairs were clearly documented.

Quick sense-check: Try our GCFA Financial Calculators.
Results are conceptual only — not personal advice.

Related GCFA Tools & Services 🔗

A Note on Compliance 📄

Estate planning often involves legal and tax considerations. GCFA works alongside your solicitor and other professionals
as needed to help align your financial strategy with your estate planning objectives.

GCFA Pty Ltd trading as Gold Coast Financial Advisers.
GCFA Pty Ltd is a Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd AFSL 340289.

This information is general in nature and does not take into account your personal objectives, financial situation or needs.
Please refer to our Financial Services Guide (FSG) and Adviser Profile(s) for full details of services, fees and commissions.

Take the First Step ✨

Whether your situation is simple or complex, a clear estate plan can make things much easier for the people you care about.
Let’s start a conversation about how you’d like your affairs to be managed.

Explore Our Services

Superannuation Advice 💼 Retirement Planning 📅 Investment Advice 📈 Personal Insurance Assistance 🛡️ Claims Support ⚖️

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