Your lasting impact
Estate planning isn't just paperwork, it's protecting what you've built and caring for your family. We'll help create a plan that passes on your money and what truly matters.
Your legacy, your way
Your life's story is unique, filled with values, relationships, and achievements that deserve to be honoured long after you're gone.
That's why our estate planning starts with conversations about what you hope to leave behind, not just financially but in terms of impact and memory.
We'll help translate your wishes into a clear plan that protects your loved ones, supports your favourite causes, and passes on your wisdom alongside your wealth. As families evolve and life circumstances change, we'll be right beside you to update your legacy plan, ensuring it always tells your story the way you want it remembered.
Shape your family's future
Estate planning is more than just creating a will, it’s about ensuring your assets are distributed according to your wishes, minimizing tax burdens, and providing clarity and comfort to your family during difficult times.
At Plansure, we help you build a comprehensive estate plan that reflects your values, goals, and long-term vision. Whether you're planning for the care of minor children, managing charitable giving, or preparing for wealth transfer, we work with you to understand your wishes, advise you on the financial strategy to achieve this and then work closely with legal and tax professionals to align every piece of your plan.
If you don’t have an Estate Planning lawyer to formalise your Will, we can refer you to a Specialist who we know and trust to look after you.
Creating legacy
Ensure your assets are passed on according to your wishes with professionally prepared documents.
Assign trusted individuals to make financial and medical decisions if you’re unable to do so.
Minimise estate taxes and maximise the value passed to your beneficiaries.
Create a lasting impact with tax-efficient philanthropy aligned with your legacy.
Keep your plans up to date with life changes, ensuring your estate plan continues to reflect your intent.
Peace of mind begins here
Without a proper estate plan, your loved ones could face unnecessary legal complications, delays, and financial strain. A thoughtful plan ensures peace of mind for you and clarity for those you care about.
Start planning today, because protecting your legacy shouldn’t wait.
See what our customers say
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu placerat ipsum. Duis sit amet mauris nec tellus euismod posuere. Aliquam placerat varius neque et tempor. Duis lobortis sapien eget lorem aliquet tempor.
.png)
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu placerat ipsum. Duis sit amet mauris nec tellus euismod posuere. Aliquam placerat varius neque et tempor. Duis lobortis sapien eget lorem aliquet tempor.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu placerat ipsum. Duis sit amet mauris nec tellus euismod posuere. Aliquam placerat varius neque et tempor. Duis lobortis sapien eget lorem aliquet tempor.
Common Questions
Let’s talk strategy
In just 15 minutes, we’ll help clarify your needs and outline your next steps. If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.
Talk to one of our experts and get clear on your next steps.
Your questions answered
15 minutes 1-on-1
No obligation
© Copyright 2025. Plansure. All Rights Reserved.
Disclosure & Disclaimers: Cathan & Co Pty Ltd trading as Plansure ABN 37 604 417 450 is a Corporate Authorised Representative No. 1030618 (CAR) of Professional Investment Services Pty Ltd. (PIS) ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). PIS Licensee Information: www.centrepointalliance.com.au Telephone number 1300 557 598 Email address profinvest@cpal.com.au Complaints www.centrepointalliance.com.au/complaints General advice warning: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
.svg)
