Estate & Succession Planning

how can we help you?

Contact us at the Smart Wealth Financial Solutions office or submit an inquiry online.

I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.

Tony Marshall
Long term client

Estate & Succession Planning

Let your legacy live on. 

You’ve worked hard and spent your whole life accumulating your wealth; and would like to know that your assets are passed to your loved one’s tax effectively.  Succession and estate planning ensure your assets, business or SMSF are passed to your loved ones most efficiently when the time comes. 

 Estate and succession planning are essential for the smooth passage of assets to your successors, taking into consideration tax minimization, transfer of ownership, asset protection, and the future of your beneficiaries. 

Death is a part of life; We help remove fear and uncertainty around your wealth and family’s future. With a strategic estate or succession plan, you can rest easy knowing your wealth will end up exactly where you want it to. 

Strategic & tactical planning

Our renowned coaching programs will allow you to:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days, weeks, or even months at a time

Strategy development

You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.

Strategic plan development

Research beyond the business plan

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.