Preserve your legacy.
Estate planning is a gift to the people you love — making sure your wealth passes smoothly, tax-effectively and according to your wishes. We coordinate the pieces so nothing is left to chance.
Provide for those
who matter.
We work alongside your legal professionals to ensure your wishes are documented, and that your superannuation and assets are directed exactly where you intend.
Good estate planning reduces stress and uncertainty for your family at a difficult time — and keeps the legacy you've built intact.
Talk to an adviser- Estate strategyClarifying how you'd like your wealth to pass on.
- Will coordinationWorking with your solicitor to keep your Will current and aligned.
- Powers of AttorneyEnsuring decisions can be made if you're ever unable to.
- Superannuation beneficiariesAligning nominations with your overall estate plan.
- Professional coordinationBringing your adviser, solicitor and accountant together.
A legacy that outlasts you.
Certainty for the
next generation.
Families
Providing clearly and fairly for the next generation.
Blended families
Making sure the right people are looked after, without ambiguity.
Business owners
Planning succession and the orderly transfer of assets.
Zinos Wealth coordinates your estate strategy alongside qualified legal professionals. Wills, Powers of Attorney and other legal documents are prepared by your solicitor. We do not provide legal or taxation advice.
Advice that connects
Protect what you've
built.
Book a complimentary discovery call and we'll help you put a clear estate strategy in place.
Book a Discovery Call