Create a legacy for the future. Collins Financial Group will support you in the creation, preservation, and protection of your wealth. In Estate Planning, we follow three phases to secure your wealth for you and your stakeholders:

• Creation of the Estate – utilising business equity, borrowings, investments, insurance, and superannuation.
  
  
• Preservation of the Estate – by outrunning inflation rates, reduction of taxes, and protection of assets from creditors and bankruptcy.
  
  
• Distribution of the Estate – by wills trusts, debt guarantee cancellation, capital gains tax, life insurance, and superannuation.

We use a number of tools for Estate Planning:

• ▪ The Will
  
  
• ▪ Superannuation
  
  
• ▪ Insurance Policies
  
  
• ▪ Trust Structures