Estate Planning Advice
Work With an Estate Planning Financial Advisor Who Helps Protect What Matters
Estate planning is not just about distributing assets. It is about protecting your wishes, reducing complexity for your loved ones, and ensuring your wealth is transferred in a clear, tax-aware and practical way.
At Scion Private Wealth, our estate planning advisors provide strategic estate financial planning designed to support your long-term goals. We work with you to help ensure your financial structures, beneficiaries, and broader intentions align, so the people you care about are looked after and your legacy is handled as you intended.
Why Estate Planning Matters
Even well-organised families can face confusion, delays and avoidable costs when estate plans are unclear or outdated. Estate planning is most effective when it is reviewed regularly and integrated into your overall financial strategy, rather than treated as a one-off task. For many clients, estate planning is a key part of retirement planning.
At Scion Private Wealth, we provide estate planning advice that can help you:
Provide clarity around who receives what and when
Ensure your financial affairs reflect your current circumstances
Identify potential tax and structuring issues early
Reduce the risk of disputes and misunderstandings
Align beneficiary nominations with your wider intentions
Support a smoother transfer of wealth across generations
What Our Estate Planning Advisors Help With
As part of your estate financial planning, we can help you bring structure and clarity to key areas such as:
Beneficiaries and Nominations
Superannuation and insurance can sit outside your Will. We help you review beneficiary nominations and ensure they are consistent with your broader intentions.
Asset and Structure Review
Many people hold assets across multiple structures such as personal ownership, family trusts, companies and super. We help you understand how these pieces interact and where updates may be needed.
Intergenerational Wealth Transfer Strategy
Estate planning often overlaps with family support, gifting intentions, and long-term legacy goals. We help you consider the best timing and structure for intergenerational wealth transfer planning.
Coordination With Legal Professionals
A Will and Powers of Attorney must be prepared by qualified legal professionals. We work alongside your solicitor to ensure the financial strategy and legal documents align, and that the right information is available to make decisions easier.
Why Choose Scion Private Wealth For Estate Planning Advice?
Estate planning requires clarity, sensitivity and technical confidence. Our estate planning advisors take the time to understand what matters to you, then provide advice that is practical, structured and aligned with your wider financial strategy.
With Scion Private Wealth, you receive:
FAQs About Estate Financial Planning
What is estate financial planning?
Estate financial planning is the process of aligning your assets, structures, beneficiaries and wealth transfer intentions so your estate is managed and distributed according to your wishes.
Do I need an estate planning financial advisor?
An estate planning financial advisor helps you understand how superannuation, investments, ownership structures and beneficiary nominations interact with your estate intentions. This can reduce complexity and improve the clarity of your plan.
What does estate planning advice include?
Estate planning advice typically includes reviewing asset ownership, beneficiary nominations (including super), wealth transfer goals and potential tax considerations. Legal documents such as Wills and Powers of Attorney should be prepared by a solicitor.
How often should I review my estate plan?
A review is recommended at least every few years, and whenever major life events occur such as marriage, separation, having children, receiving an inheritance, buying or selling a business, or significant changes to your wealth.
Is estate planning only for wealthy people?
No. Estate planning is valuable for anyone who wants to protect their family and ensure their wishes are followed. It becomes more complex as wealth, structures and family dynamics grow.
Can you help if I have a family trust or company structure?
Yes. Many estates include trusts or company-held assets. Our estate planning advisors can help you understand how these structures work within your broader estate intentions, and coordinate with your legal and tax professionals where needed.
Get in touch today to explore how our financial planning and wealth management services can help you achieve your financial goals.
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