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Wollongong Moss Vale Sutherland Shire
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Estate Planning

Estate Planning is important and generally not something we like to talk about. Estate planning is an important area that has to be taken into consideration at various stages of the financial planning process. It is an important area to take into consideration with making financial decisions and should not be overlooked.

At Eucha Private Wealth, we understand that things may happen unexpectedly and unplanned for, and we help you with these difficult considerations.

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Why is estate planning so important?

Confronting your own mortality can be daunting, but estate planning is one of the most loving things you can do for your family and beneficiaries. Estate planning is a critical part of financial planning process as it ensures that your loved ones are considered, provided for and your estate is divided according to your wishes.

Life is Unpredictable

Regardless of the stage of your life, life is unpredictable. You may be in a relationship, and your priority is looking after your partner after you have passed. Even if you are young and healthy, estate planning is important, and meeting with a financial adviser can help with uncovering areas of concern or discussing possible solutions to family matters.

Beneficiaries

If you pass away and leave money to a particular loved one, you may have specific intentions for how your recipient should use that money. E.g., you may want your partner to continue to receive the same level of income you were receiving, or you may have a lump sum of money or assets which you want to cater for disabled relatives, their medical expenses, cover the cost of tuition for a child, or even your pets’ care after your death. How should all this be structured?

At Eucha Private Wealth, our expertise can be especially helpful. We can help you take into consideration the needs of different family members and your desired beneficiaries. We can also provide guidance after your death to the beneficiaries of your will.

Peace of Mind

Estate planning is the only way to ensure your wishes are carried out the way you want them to be. If they are not addressed and planned for, your estate may not be dispersed as you intended. At Eucha Private Wealth, we can help ensure your intentions are carried out. By working with your estate planning solicitor, we can help create your estate plan and help structure the investable assets for their intended purposes.

Working with a Eucha Private Wealth financial adviser can help you complete the process faster and ensure your plan is comprehensive and tailored to your personal and family’s needs.

InvestmentsRetirement & Income PlanningGrowing your SuperannuationSelf-Managed Super Fund (SMSF)Redundancy & Lump Sum Money AdviceFamily & Business ProtectionAged Care PlanningEstate PlanningOngoing Help & Support

Testimonials

“Jamie provided us with advice on life insurance which we were particularly grateful for during a recent cancer diagnosis. Over the years he has also provided us with advice on self-managed superannuation, estate planning and retirement planning. The expertise and attention to detail with which he has handled our financial affairs could not be faulted.”

Anne & Colin

“Jamie Hynds has been my financial planner adviser for a few years now. I have found Jamie’s knowledge and understanding of my requirements of my portfolio to be excellent. He always keeps me informed of any changes or updates when needed. Without a doubt I would highly recommend Jamie re-advice with the financial sector.”

Judy

“We have been with Jamie for 5+ years now. I found him to be honest and reliable he keeps you up-to-date, calls if you have any issues, when we go into meetings he explains everything and tells you everything that he’s going to be doing with the wealth and money. I’m very happy with what he’s doing with us and keeping us going for many years to come. Would recommend him to anyone who is interested in retiring or investing.”

Steve & Karen

“We have been clients of Jamie Hynds for approximately 9 years and have always found him to be reliable and truthful. Jamie has always shown to us the highest level of communication, knowledge, and professionalism. We have always felt extremely confident that Jamie has our best interest at heart and makes us comfortable that we could not be in a better hand in regards to our financial future.”

Rhonda & Gary

“Since 2016 my husband and I have had the pleasure of Jamie’s advice with regard to retirement and general business and have found his advice both precise and to our benefit. He is both personal and professional in his dealings. Should you have questions you can guarantee he has time for you. We wish him well.”

M & K

“When our former adviser closed down and we were looking for a new adviser, Eucha was recommended to us. We found Eucha very helpful and efficiently transferred all our details across. We have no worries in recommending them for all your financial advice.”

Colin & Meryl

“Jamie has assisted us with our retirement planning over the last 9 years. We have found him to be open and honest and always available to discuss any issues. He is committed to helping us achieve the best possible financial outcomes for our future.”

John & Helen

“Jamie Hynds has been our Financial Advisor for the past 12 years. During that time he has been most informative in all aspects of our investments. He takes the time to really ensure we understand where and how our funds are invested. He has a professional and genuine approach when dealing with his clients.”

Roy & Teresa

“I first met Jamie when we sought his advice in the handling of my mother’s financial affairs on entering age care. On mum’s passing I continued my association with Jamie and have been extremely happy with his professional service and advice.”

Lynette

“Jamie helped me to restructure and manage my Self-Managed Super Fund with clear and detailed understanding. I now have confidence and clarity working towards a retirement plan.”

Tony

“Since 2007 Jamie Hynds (at this time working with Westpac) advised us in all our financial questions like Superannuation,  Financial Planning and Correspondence with Centrelink. Jamie works very professional, does everything in writing and follows up. He is honest and we trust him full with his advice. Never in all the years he did disappoint us. With his help we moved easily from working life into the Retirement.”

Herbert & Eva

“We have known Jamie for several years when he was working for Westpac before starting up his own business as Eucha. He has always been very friendly and helpful in handling our finances. Looking forward for everything to continue for many years to come.”

Heather & Peter