Estate Planning

Estate planning is an essential component of any financial plan and can help you ensure that your wishes align with your goals.  This extends to ensuring that in the event of your death or loss of capacity, both you and your family are provided for in the most effective way.

We can develop strategies and provide advice which could include:

  • How your assets could be distributed on death
  • Minimising tax for beneficiaries
  • Providing for minor beneficiaries
  • Protecting assets
  • Developing strategies for blended families
  • Simplifying your financial affairs to make your estate more easily managed
  • Using binding nominations for your super

In conjunction with a legal professional we can assist you identify estate planning issues and find appropriate solutions to ensure your wishes are known and are appropriately documented.

If you are worried about your estate plan or have questions about what will happen to your assets if you pass away, contact us.

Estate Planning FAQs

What happens if I die without a will?

How often should I review my will?

Why do I need an Enduring Power of Attorney?

I already have a will, so why should I have it reviewed as part of my financial plan?

Who can be my beneficiary?

What happens to my super and Insurance when I die?

What Our Clients Say

  • TIFP may be the most professional, yet friendly company we have had the pleasure of dealing with. Informed, responsive, great communication.

  • I have had excellent service, help and advice from Georgie.

    It’s been one less thing I’ve had to worry about in taking over Mums affairs.  Very much appreciate the consistency and professionalism I’ve experienced.

    Kylie – Wonga Park

  • We have been connected with TIFP for some 7 years now.

    Right from the start we were impressed with the values-driven way in which TIFP planners ‘start with the person’. Georgie, John and staff are professional but friendly, efficient, conscientious, responsive and we have been delighted with the results as we feel in such good hands.  Thank you to all at Totally Integrated Financial Planning for looking after us so well – we trust you and we trust our affairs in your hands

    Kerry & Karen – Edithvale

  • We have found Georgie and her team to be incredibly helpful in helping us achieve our financial goals.

    One of the best parts of Georgie’s service is that she is always eager to talk through our financial decisions, no matter how big or small they are. Having a sounding board to bounce ideas (and worries) off has really helped us to make good financial decisions.

    Zach & Stella – Moorabbin

  • Georgie is a pleasure to deal with at all times, she understands our circumstances and ensures we receive quality advice.

    We recommend TIFP for thorough investment and retirement planning.

    Neil & Lyn – QLD

  • We have been very happy with Georgie’s clear and easy to understand advice and for that reason, have referred number of our friends to her.

    Georgie has always been available to assist us with any queries, and we feel very reassured to have a workable and positive plan for our ongoing financial future.

    Chris & Judy – Dingley Village

  • With my money being looked after by Totally Integrated I just look after my health and my family, I don’t have to worry.

    Julie – UK

  • I have been a client with Totally Integrated Financial Planning for over 20 years.

    During this time I can only say their service has been exceptional and I have always felt comfortable with the way my portfolio has been managed. During the GFC and the current fluctuating markets they have always had my best interest at the forefront of their advice. Georgie, John and all the staff are always prompt in returning calls and emails and are always happy to help. Highly recommend them for the safe management of your portfolio.

    Chris – Parkdale

  • I just wanted to say how pleased June and myself are with having you and John looking after our finances.

    I have been following the Finance Royal Commission and it is like a soap opera. What’s coming next?

    When I walked in off the street and spoke to John I knew we would be looked after. I seem to be a good judge of people. It took some time to understand how financial planning worked but because you and John were consistent with your explanations I became more comfortable.

    Michael & June – Mount Martha

  • Just a short note to say that I have always been impressed by your service over the years.

    Thank you for making me feel comfortable that someone is taking care of my finances.  I value trust and experience and I prefer to pay for service than worry about things myself. We will continue to use TIFP, Royal commission or not…

    Now, just need to increase the amount that’s going in!  Working on it.

    David – Alphington

  • My wife and I first met Georgie Morris in 2007 in preparation for our retirement.

    We were seeking expertise and assistance for our finances to ensure we had security in retirement,  and for it to meet our future expectations. From our first meeting Georgie has met and exceeded all our requirements. She makes us feel like we are her only clients and we always walk away knowing we are in good hands. Georgie is totally engaging with us and is readily available for us either by email, phone, or in person to discuss any aspect of our financial situation.  I would highly recommend her to you as your financial adviser.

    Brian & Louise – Botanic Ridge

  • Recently, after getting married, I took on the horrible task of reviewing my insurance situation.

    Georgie helped to make the process much easier than it otherwise would have been.  She provided information and helpful advice and was happy to answer all the questions I had as I determined the best course of action and dealt with the application process.  Her assistance with this process was much appreciated and made things much less stressful.

    Greg & Claire – Point Cook