Guiding you through complex estate law to secure your legacy
How can you ensure that your wealth and assets are distributed according to your wishes after you’re gone or incapacitated? Estate planning is more than just drafting a will — it’s about securing your legacy and your family’s financial wellbeing. At SFR, we work closely with you to navigate the complexities of estate law, helping to minimise tax implications, and ensuring that your estate is managed and distributed exactly as you envision.
How our estate planning service
gives you total peace of mind
Wealth preservation
Protect and preserve your wealth for future generations, ensuring your legacy lives on.
Conflict prevention
Clearly define your wishes to prevent disputes among your beneficiaries.
Tax efficiency
Minimise estate taxes and maximise the value passed on to your beneficiaries.
Healthcare directives
Clarify your healthcare wishes in advance of incapacitation so they’re respected.
The SFR difference
Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.
- All the financial advisory services you need, under one roof
- Total transparency, and empowerment through education
- Securing your future without sacrificing your freedom now
- 20+ years of experience, and fully licensed in all areas
- A thriving global network, offering lucrative opportunities
Our process
to financial freedom
Booking
To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.
Meeting
We’ll go through all the ways we can improve your financial situation — no obligations.
Freedom
Now, we begin our journey together — growing your wealth and securing your future.
Testimonials
Frequently asked questions
Even modest estates can benefit from estate planning to ensure your wishes are honored, avoid probate, and provide for your loved ones as you intend.
While it’s possible to draft a will on your own, professional estate planners can ensure that all legal requirements are met and help avoid common pitfalls that could complicate your estate’s administration.
It’s recommended to review your estate plan every few years or after significant life events, such as marriage, divorce, the birth of a child, or a major change in financial circumstances.
Yes, at SFR, we provide comprehensive estate planning services, which include handling Enduring Powers of Attorney (EPAs), Enduring Powers of Guardianship (EPGs), and assisting with probate applications to ensure your wishes are carried out effectively and efficiently.