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Estate Planning - Hunter Financial Services
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srcset="https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-900x580.jpg 900w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-300x193.jpg 300w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-768x495.jpg 768w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-1024x660.jpg 1024w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter.jpg 1800w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-300x193@2x.jpg 600w, https://hunterfinancialservice.com.au/wp-content/uploads/2019/07/estate-planning-adelaide-port-pirie-hunter-768x495@2x.jpg 1536w" sizes="(max-width: 900px) 100vw, 900px" /> </div> </div> <div class="content-module content-style"> <div class="small-container"><h1 style="text-align: center;margin-bottom: 10px">Estate Planning</h1> <h2 style="text-align: center;font-size: 26px"><span style="color: #000000">Leave a lasting legacy with sound estate planning</span></h2> <p style="text-align: center">You鈥檝e worked hard to build your legacy, and you want to make sure your loved ones will easily inherit your assets if you were to pass away.<strong>聽</strong></p> <p style="text-align: center">We put your peace of mind and comfort first, and our priority is to provide you and your family with a financially secure future.</p> <p style="text-align: center"><strong><a href="#">Contact us</a> to discuss Estate Planning</strong></p> </div> </div> <div class="content-module content-style grey"> <div class="small-container"><h2 style="text-align: center">We鈥檒l guide you through <br class="hide-mobile" />a difficult time</h2> <p style="text-align: center">Discussing what will happen to your estate after your gone is not a conversation anyone wants to have. But to make the transition of your assets a simple process for your loved ones, it鈥檚 vital to put an effective plan in place.聽Failing聽to design a sound estate plan can lead to reduced wealth for your beneficiaries or unnecessary tax liabilities. At Hunter Financial we鈥檝e been helping families with estate planning for over 35 years, so we understand what鈥檚聽required and we鈥檒l guide you through the steps, thoughtfully and compassionately.</p> <p style="text-align: center">Sometimes a written will is not enough to avoid a lengthy, bureaucratic and overly complicated process at a time of grief. With an estate plan in place, your loved ones can attend to financial matters in a simple and timely manner, meaning your assets such as superannuation, jointly owned assets, insurance policies, and any family trust or company assets can be left to your family easily.</p> <p style="text-align: center">We鈥檒l give you reliable advice and a steady hand during an emotional time to make sure your legacy is left the way you want it to be.</p> </div></div> <div class="video-module"> <section class="imagetext-section"> <div class="container"> <div class="row h-100 no-gutters"> <div class="col-xs-12 col-sm-12 col-md-12 col-lg-6 my-auto"> <div class="embed-responsive embed-responsive-16by9"> <video controls width="800" height="400" id="video-slide" preload="none" poster="https://hunterfinancialservice.com.au/wp-content/uploads/2019/06/3282-Martin-Hunter-Pty-Ltd-EPEP01-Estate-Planning-Final.jpg" > <source src="https://hunterfinancialservice.com.au/wp-content/uploads/2019/06/3282-Martin-Hunter-Pty-Ltd-EPEP01-Estate-Planning-Final.mp4" type='video/mp4; codecs="avc1.42E01E, mp4a.40.2"'> <span style="color:white">Your browser does not support the video tag.</span> </video> </div> </div> <div class="col-xs-12 col-sm-12 col-md-12 col-lg-6 my-auto"> <div class="text-wrap-col"><h4>Video</h4><h3>Estate Planning</h3> </div> </div> </div> </div> </section> </div> <section class="action-strip"> <div class="action-wrap"> <h3 style="text-align: center">Leave the legacy you want</h3> <p style="text-align: center">Contact us today to ensure your loved ones are taken care of when you鈥檙e gone.</p> <p style="text-align: center"><a class="btn btn-custom" href="https://hunterfinancialservice.com.au/contact/">Contact us</a></p> </div> </section> <section class="services-inner-section grey"> <div class="services-small-container"> <section class="services"> <h2 style="padding-top: 60px;">COMPREHENSIVE <br>FINANCIAL PLANNING SERVICES</h2> <div class="services-des"><p>Hunter Financial specialises in helping you plan and manage all your financial matters. <br class="hide-mobile" />Our experienced financial advisers will develop a strategy that鈥檚 tailored to your situation, needs and financial goals.</p> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/financial-planning/">Financial Planning</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/financial-planning/">We develop a financial strategy tailored to your goals.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/investment/">Investment</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/investment/">Good investment requires experience, research, and sound understanding.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/insurance/">Insurance</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/insurance/">Protect yourself and your family with the right insurance cover.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/superannuation/">Superannuation</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/superannuation/">Be prepared and select the right superannuation fund for you.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/retirement/">Retirement</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/retirement/">Plan for the retirement lifestyle you've always dreamed of.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/estate-planning/">Estate Planning</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/estate-planning/">Design a sound estate plan to ensure your wishes are met.<i class="fas fa-chevron-right"></i></a> </p> </div> </div> <div class="row services-inner"> <div class="col-md-12 col-lg-4"> <h4><a href="https://hunterfinancialservice.com.au/services/wealth-accumulation/">Wealth Accumulation</a></h4> </div> <div class="col-md-12 col-lg-8"> <p> <a href="https://hunterfinancialservice.com.au/services/wealth-accumulation/">Helping you build your wealth foundations from day one. <i class="fas fa-chevron-right"></i></a> </p> </div> </div> </section> </div> </section> </div><!-- Wrapper end --> <section class="newsletter"> <div class="newsletter-wrap"> <h3>SUBSCRIBE</h3> <p>Subscribe to our updates to receive the latest business news <br class="hide-mobile">delivered straight to your inbox.</p> <script type="text/javascript"></script> <div class='gf_browser_safari gf_browser_iphone gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework gf_simple_horizontal_wrapper' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_2' ><div id='gf_2' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_2' id='gform_2' class='gf_simple_horizontal' action='/services/estate-planning/#gf_2' data-formid='2' novalidate> <div class='gform-body gform_body'><ul 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7122">+61 (0)8 8221 7122</a> <br> <a href="mailto:reception@hunterfs.com.au">reception@hunterfs.com.au</a></p> </div> </div> </div> </section> <div class="wrapper" id="wrapper-footer"> <div class="container"> <div class="row"> <div class="col-md-12"> <footer class="site-footer" id="colophon"> <div class="site-info"> <p style="text-align:center;margin-bottom:5px;"><a target="_blank" href="https://hunterfinancialservice.com.au/wp-content/uploads/2023/12/Caveo-Partners-Privacy-Policy.pdf">Privacy Policy</a> | <a target="_blank" href="https://hunterfinancialservice.com.au/wp-content/uploads/2021/05/general-advice-warning.pdf">General Advice Warning</a> | <a target="_blank" href="https://hunterfinancialservice.com.au/wp-content/uploads/2023/12/SITE-TERMS-AND-CONDITIONS.pdf">Terms and Conditions</a> | <a target="_blank" href="https://hunterfinancialservice.com.au/wp-content/uploads/2024/09/2024.07.01-HFS-Caveo-Partners-FSG-V-7.0-2.pdf">Financial Services Guide</a></p> <p style="text-align: center;"> The Hunter Financial Services business name is owned by Martin Hunter Pty Ltd ABN 51 051 614 361 who authorises the use of this by Caveo Partners Pty Ltd. The Caveo Partners business name is owned by Caveo Partners Pty Ltd ABN 62 124 080 682 and used by Caveo Partners Wealth Pty Ltd ABN 23 602 097 110, Caveo Partners Finance Pty Ltd ABN 84 605 663 063 and Caveo Partners Accounting Pty Ltd ABN 28 600 028 813 which has its liability limited by a scheme approved under professional standards legislation. Each company trades under this business name. Caveo Partners Wealth Pty Ltd is responsible for providing financial planning advice. Caveo Partners Accounting Pty Ltd is responsible for providing accounting, tax and business advice. Caveo Partners Finance Pty Ltd is responsible for providing finance and debt advice. Pro Ams Services Pty Ltd ABN 58 608 317 700 trading as Caveo Digital is responsible for providing digital management accounting services. Caveo Partners Wealth Pty Ltd ABN 23 602 097 110 is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Suite 3, Level 8, 309 Kent St Sydney NSW 2000. Consultum Financial Advisers Pty Ltd is not responsible for any accounting, tax or business advice provided by Caveo Partners Accounting Pty Ltd. Caveo Partners Finance Pty Ltd ABN 84 605 663 063 is a Corporate Credit Representative (479348) of <br class="hide-mobile">BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237). </p> <p style="text-align: center;">漏 2025, Hunter Financial Services. <br class="show-mobile">Website by <a target="_blank" href="http://figtreedigital.com.au/">Fig Tree Digital</a>.</p> </div><!-- .site-info --> </footer><!-- #colophon --> </div><!--col end --> </div><!-- row end --> </div><!-- container end --> </div><!-- wrapper end --></div> </div><!-- #page we need this extra closing tag here --> <link rel='stylesheet' id='gforms_reset_css-css' href='https://hunterfinancialservice.com.au/wp-content/plugins/gravityforms/legacy/css/formreset.min.css?ver=2.9.2' type='text/css' media='all' /> <link rel='stylesheet' id='gforms_formsmain_css-css' href='https://hunterfinancialservice.com.au/wp-content/plugins/gravityforms/legacy/css/formsmain.min.css?ver=2.9.2' type='text/css' media='all' /> <link rel='stylesheet' id='gforms_ready_class_css-css' href='https://hunterfinancialservice.com.au/wp-content/plugins/gravityforms/legacy/css/readyclass.min.css?ver=2.9.2' type='text/css' media='all' /> <link rel='stylesheet' id='gforms_browsers_css-css' href='https://hunterfinancialservice.com.au/wp-content/plugins/gravityforms/legacy/css/browsers.min.css?ver=2.9.2' type='text/css' media='all' /> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-content/themes/hunter/js/popper.min.js?ver=6.7.1" id="popper-scripts-js"></script> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-content/themes/hunter/js/theme.min.js?ver=.1684561282" id="understrap-scripts-js"></script> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-includes/js/dist/dom-ready.min.js?ver=f77871ff7694fffea381" id="wp-dom-ready-js"></script> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-includes/js/dist/hooks.min.js?ver=4d63a3d491d11ffd8ac6" id="wp-hooks-js"></script> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-includes/js/dist/i18n.min.js?ver=5e580eb46a90c2b997e6" id="wp-i18n-js"></script> <script type="text/javascript" id="wp-i18n-js-after"> /* <![CDATA[ */ wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); /* ]]> */ </script> <script type="text/javascript" id="wp-a11y-js-translations"> /* <![CDATA[ */ ( function( domain, translations ) { var localeData = translations.locale_data[ domain ] || translations.locale_data.messages; localeData[""].domain = domain; wp.i18n.setLocaleData( localeData, domain ); } )( "default", {"translation-revision-date":"2024-11-09 02:33:22+0000","generator":"GlotPress\/4.0.1","domain":"messages","locale_data":{"messages":{"":{"domain":"messages","plural-forms":"nplurals=2; plural=n != 1;","lang":"en_AU"},"Notifications":["Notifications"]}},"comment":{"reference":"wp-includes\/js\/dist\/a11y.js"}} ); /* ]]> */ </script> <script type="text/javascript" src="https://hunterfinancialservice.com.au/wp-includes/js/dist/a11y.min.js?ver=3156534cc54473497e14" id="wp-a11y-js"></script> <script type="text/javascript" defer='defer' src="https://hunterfinancialservice.com.au/wp-content/plugins/gravityforms/js/jquery.json.min.js?ver=2.9.2" id="gform_json-js"></script> <script type="text/javascript" id="gform_gravityforms-js-extra"> /* <![CDATA[ */ var gform_i18n = {"datepicker":{"days":{"monday":"Mo","tuesday":"Tu","wednesday":"We","thursday":"Th","friday":"Fr","saturday":"Sa","sunday":"Su"},"months":{"january":"January","february":"February","march":"March","april":"April","may":"May","june":"June","july":"July","august":"August","september":"September","october":"October","november":"November","december":"December"},"firstDay":1,"iconText":"Select date"}}; var gf_legacy_multi = []; var gform_gravityforms = {"strings":{"invalid_file_extension":"This type of file is not allowed. 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