Estate & Succession Planning


The overall aim of estate planning is to provide peace of mind that your assets will be inherited by your chosen beneficiary

Estate planning is an ongoing area of need and planning should start once you have accumulated measurable assets; this might be cash, investments or a home/investment property.

Estate and succession planning is often over-looked by many advisers but just a small amount of planning can make a big difference. We can guide you on:

  • creating a Will;
  • setting up an power of attorney;
  • appointing temporary guardians for your children where necessary;
  • lifetime gifts of assets;
  • gifts to charities;
  • trusts and foundations;
  • minimising tax on inheritances; and
  • nominating beneficiaries

Failing to address basic Estate Planning can cause undue worry and potentially adverse financial consequences for your beneficiaries.

Our Financial Services


Private Capital delivers tailored solutions for clients' investment, insurance and protection needs.

ORSO: Group Retirement Planning

ORSO: Group Retirement Planning

Installing a well-designed and well-communicated ORSO group retirement plan is an easy way for employers to deliver an exceptional employee benefit...

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Group Private Medical Insurance

Group Private Medical Insurance

Optimise your cover vs. budget and simplify the process of getting the right cover in-force at the right price and at the right time.

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Second Opinion

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

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Estate & Succession Planning

Estate & Succession Planning

Estate and succession planning provides peace of mind that your assets will be inherited by your chosen beneficiary. It starts with creating a will...

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Personal Retirement Planning

Personal Retirement Planning

Retirement is closer than you think! Click me!

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Protection Planning

Protection Planning

Protecting you, your family/dependants and or business is one of the most important areas of advice.

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Investment Management

Investment Management

Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner. 

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