Strategic estate planning services

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

Our mission is to get you to a place where money is no longer a source of stress in your life

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

3 steps to kickstart your journey
to financial freedom


To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.



We’ll go through all the ways we can improve your financial situation — no obligations.



Now, we begin our journey together — growing your wealth and securing your future.


Frequently asked questions

Why do I need an estate plan if I don’t have a large estate?

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.

Can I just write my own will, or do I need an estate planner?

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.

How often should I review my estate plan?

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.

Do you handle EPAs, EPGs, and probate?

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.

Our services

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