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Estate Planning

We’ll give you peace of mind knowing your estate is in order

Peace of mind knowing your estate is in order

When you pass away, what happens to your estate?

Many people don’t have a solid plan for this eventuality, leading to family disputes and other unnecessary problems. But with the help of The Moreton Group, you can avoid all that. Instead, we can help you create a comprehensive estate plan that ensures your assets are distributed according to your wishes.

We know that every family is different and has specific needs when it comes to their estate plans. From simple estate plans for newlyweds to complicated estates involving multiple generations, we’re the professionals you need. So let us take the weight off your shoulders by handling every detail of your estate plan for you.

Don’t leave your loved ones in limbo after you’re gone. Contact us today and let us help you create an estate plan that will let them know what to do when you’re gone.

How we can help

Sometimes an estate plan can be challenging to put together. We know you want the best for your loved ones, and we do too! With our help, you can ensure your estate is handled smoothly and efficiently after your death.

Our estate planning team will work with you from start to finish. So there’s no need to worry or second-guess what might happen next – just the satisfaction of knowing the event has been perfectly planned ahead of time!

We’ll help you take care of everything, from creating a will and appointing an executor to setting up trusts and other legal arrangements. We will guide you through the process of creating a comprehensive estate plan that considers your life Insurance, Superannuation Nominations and Wills.

life-changing retirement

Ready to plan a life-changing retirement?

We can help you find the confidence to change your life by retiring right.

Our Services

Book a free call with one of our consultants today.

Connect with The Moreton Group and live a life-changing retirement.

Speak to an expert

The sooner you start, the sooner you can retire.

If you could retire now, would you?

Fast-track your retirement and find out what’s possible with no cost and no obligation.

We will use this information to contact you to arrange your free introduction meeting.