Estate Planning

Will & Estate Planning on the Mornington Peninsula

Leaving Your Legacy

At Freedom Wealth Solutions, we understand that when you’re busy enjoying your life, the last thing you want to think about it what will happen once you’re gone. However, estate planning is an important part of your financial future. It can help to make sure your family is provided for and your estate is distributed according to your wishes. Our financial advisors can help you create a thorough estate plan, whether you live in Melbourne, Gippsland, Frankston, Rosebud or the Mornington Peninsula.


We take the time to understand your goals and objectives, and support you in selecting the right estate planning tools.

From trusts to wills, powers of attorney and more, our advisors will work closely with you to develop a plan to protect your assets and ensure that your loved ones are taken care of after your passing. Our goal is not only to protect your wealth today, but help you plan for the legacy you wish to pass on.


To find our more, or book a consultation, call the team at Freedom Wealth Solutions.

Tailored Estate Plans

Estate planning is the process of organising your financial affairs to ensure your wishes are carried out after you’re no longer around. It can be as simple as a will, or it can be much more complex, involving trusts, living wills, powers of attorney and other legal instruments. Careful planning is important to give control over what happens to your property and assets after you die. Without an estate plan, your assets will be distributed according to the laws of your state, which may not be in line with your wishes.

At Freedom Wealth Solutions, our financial advisors help with estate planning in a number of ways. We can help you develop and implement an estate plan that meets your unique needs and goals. We can also help you to review your estate plan periodically, and make sure that it is still meeting your needs. In addition, our financial advisors can provide valuable guidance on a variety of tax and financial planning issues that may impact your estate. To find out more, please don’t hesitate to call.

Our Goal is Your Financial Freedom

Our Goal is Your Financial Freedom

Frequently Asked Questions

  • What is the difference between a will and an estate plan?

    A will is a legal document that sets forth your wishes regarding the disposition of your assets after your death. An estate plan is a broader term that can include a will, as well as other documents, such as trusts, powers of attorney and advance directives.

  • What is a trust?

    A trust is a legal arrangement in which one person (the trustee) holds and manages property for the benefit of another person (the beneficiary). Trusts can be used for a variety of purposes, including estate planning, asset protection and charitable giving.

  • What is a power of attorney?

    A power of attorney is a legal document that gives someone else the authority to make decisions on your behalf. A power of attorney can be used for financial matters, such as managing your bank accounts and investments, or for health care decisions, such as choosing your medical treatments if you are unable to do so yourself.

  • What is an advance directive?

    An advance directive is a legal document that sets forth your wishes regarding medical treatment in the event that you are unable to make decisions for yourself. Advance directives can include a living will, which sets forth your wishes regarding life-sustaining medical treatment, and a Durable Power of Attorney for Health Care, which gives someone else the authority to make medical decisions on your behalf.

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Our Goal is Your Financial Freedom

Our Goal is Your Financial Freedom

Planning for the Big Picture

Here at Freedom Wealth Solutions, we take a holistic approach. This is why we consider each element of your finances to provide advice that’s tailored to your situation. Our team also take into account unique and complex family dynamics to ensure your loved ones will be looked after in line with your wishes.


We can help outline a plan to distribute your assets in a way that minimises tax obligations, whether it’s superannuation or other investments. We can also help make provisions in the event of mental incapacity, including power of attorney and aged care. You may also consider taking out personal insurance as part of your estate plan. To get started, please reach out to our financial advisors.

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