Estate Planning.

Ensuring financial security

At DP Wealth, we understand that your financial legacy represents more than just numbers—it reflects your life’s achievements, your family’s future, and the support for causes that matter to you.


We help safeguard your legacy and ensure your loved ones are financially secure, no matter the circumstances. Some key considerations we can explore together include:

  • correct structuring of your assets and income for smooth wealth transfer
  • decisions around keeping or selling the family home
  • financial advice on shares, ETFs, unlisted property, and managed funds
  • medical directives
  • testamentary trusts
  • business succession planning
  • nomination of superannuation death benefits
  • funeral funding planning.

Guiding your family through financial discussions


We see ourselves as your financial coaches, guiding you toward a personalised estate plan. Our expert strategies help you start early, communicate openly, and educate your beneficiaries, ensuring a smooth transition of wealth. We specialise in managing investment portfolios and handling assets, supporting you every step of the way.


Educating the next generation on budgeting, saving, and investing is essential for preserving family wealth for the future.


Your partner for a seamless estate plan


We collaborate closely with your accountants and solicitors to ensure legal documents are meticulously prepared and executed. Our goal is to help you avoid unnecessary taxation and administrative complications, while securing your legacy for future generations. Your Will, Enduring Power of Attorney, and Advanced Health Directives are among the most important documents you will ever sign, and it is vital to get them right.


Contact us to learn more about our estate planning services.

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Frequently Asked Questions

  • What is intergenerational wealth transfer?

    Intergenerational wealth transfer refers to the passing of wealth from Baby Boomers to Generation X and Millennials. This transfer can occur through inheritances, gifts, or mechanisms such as testamentary trusts.

  • What’s the best way to transfer my assets to my family?

    Transferring assets to your family is a crucial aspect of estate planning, and there are several methods to consider. DP Wealth can guide you through these options, helping you decide the best way to pass on wealth while managing taxes and other considerations. Options include:

    • wills and trusts for estate planning

    • gifting assets

    • joint ownership of assets

    • beneficiary designations on accounts.

  • How can I ensure my wealth is preserved when my beneficiaries inherit it?

    Ensuring your wealth is preserved for future generations involves clear communication with beneficiaries and having a well-managed plan in place. Consulting with financial and legal professionals, like those at DP Wealth, can help tailor strategies specific to your situation.

  • I want to leave a donation to charity in my will. How do I do this?

    Including charitable donations in your will is a powerful way to support causes close to your heart and may offer tax benefits. DP Wealth can help structure your will to maximise these benefits while guiding you through Australian tax laws to optimise your estate plan.

  • How do I maintain financial decision-making control in ill health?

    To maintain control over your financial decisions during ill health, it’s essential to have the right legal documents in place, such as an Enduring Power of Attorney and Advanced Health Directives. DP Wealth, in collaboration with your trusted legal team, can help you set these arrangements, ensuring your financial affairs are handled according to your preferences, offering peace of mind during uncertain times.

Wanting support to grow, protect and maintain your wealth?


Let's chat.

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