We know that you care about what happens to your family financially after you’re gone. Let us help you get your assets and investments in line to ensure that you finances are distributed where you would like them if you pass away.
How we can help you build your legacy:
Wills and instructions
Whether you have clear instructions on how you want your assets and investments distributed or you don’t know where to start, we can help talk through with you to get it down in a will so there will be no reason for loved ones to dispute it when you’re gone.
List your beneficiaries and be sure to keep these up-to-date as these can change when circumstances change.
Giving to charity
If you have personal connections with a given charity or just feel strongly about some or all of your assets to be left to a charity, we can help set this up to make sure that it happens.
There are ways minimise too much tax on your assets when you die and one of these would be by setting up a Testamentary Trust under your will. We can talk you through your best options.
Power of attorney
We should all have a power of attorney should we not be able to act on our own behalf. Delegating someone you trust as your power of attorney to act on your behalf in personal, business or legal matters.
Binding Death benefit nominations
Superannuation does not automatically flow to your estate when you die. A Binding Death benefit nomination is a legally binding nomination that allows you to advise the trustee who will receive your superannuation when you die.
Build a Legacy that you’re proud of today – enquire today!
How we have helped others achieve their financial goals
On the 1st of March 2018, I had an accident at work. I’m a carpenter and I fell off a ladder, fracturing my knee and damaging my ligaments. Within 2 weeks I had surgery and Sebastian sorted out all my income protection and I was paid out for the accident. I work for myself so without my Income Protection, I would have been in a tough place financially. Sebastian and his team at Wealth Depot did a great job, they were efficient and took care of everything on their side and made the claim process very easy for me. Thanks Sebastian and team!
My husband, Phil Counsel and I were recommended by friends to approach Wealth Depot to receive sound and professional financial advice. Phil and I met with Sebastian, from Wealth Depot in 2015 and could not be happier with the advice and service that we have been provided. We truly feel that we are now heading… read more
I have known Sebastian Mazza for well over twenty years and over the past four years Sebastian has provided exceptional, insightful and technically outstanding financial advice services to my clients…
Everyone should have the pleasure of working with Sebastian Mazza from Wealth Depot. His attention to detail and client service are second to none… read more