Providing Estate Planning in the Northern Rivers

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Helping to secure your legacy

You’ve worked hard to create a lasting legacy for your family to enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most. At Saracens, we assist with estate planning to help you eliminate uncertainty and maximise your options.


We'll do everything possible to help you create a comprehensive estate plan to protect and transfer your wealth in the long term. Our staff can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.


Do you need a testamentary trust? Do you want a legacy for your grandchildren to help with their education and other life advancements? Do you have an enduring power of attorney in case you become incapacitated? Do you need an enduring guardianship? Saracens can assist you when considering these issues. We can also help when it comes to relating your estate planning needs to your solicitor. Our advisors will work closely with your other professional advisers, such as your accountant, to help ensure you enjoy the best possible after-tax outcomes.​


Contact us today at (02) 6628 8355 to book an estate planning consultation. We also provide advice for investments, superannuation funds, life insurance and much more.

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assisting with Centrelink

Sometimes, gaining Centrelink benefits can seem complex for a wide variety of people. There is a popular misconception that only those looking for work, or with very few assets, can gain Centrelink benefits. However, there are a variety of payments and benefits available. 


Saracens will determine what entitlements you are eligible for and will assist you in establishing and applying for the appropriate benefits in your situation. We may also formulate strategies aimed at maximising your entitlements


As part of our ongoing review service, we also make sure that you are kept up to date on any benefits that are applicable. We ensure that you receive the suitable benefit for your needs.


You may find our advice beneficial if:


  • You have teenage children who have to move away to study
  • Your assets are too high for the age pension but have a taxable income figure that gives you access to the Commonwealth Seniors Health Care Card
  • Your age pension might impact your eligibility for entering aged care
  • You have children, are raising a family, or one partner stops work temporarily to raise children


Reach out to us today to find out how we can assist with your estate planning needs.

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A Man Is Shaking Hands With A Woman And A Man While Sitting At A Table — Saracens Financial Consultants In Alstonville, NSW

Frequently Asked Questions

  • What is the role of a will in estate planning?

    A will specifies how your assets are distributed after death. A financial advisor can help ensure that your will aligns with your overall financial strategy and estate plan, reducing the risk of disputes and ensuring that your wishes are clearly expressed.

  • Can a financial advisor help with setting up a trust?

    Yes, financial advisors can assist in establishing trusts to manage and protect your assets. They help determine whether a trust is suitable for your situation, guide you through the setup process and ensure the trust aligns with your long-term financial and estate planning goals.

  • How does estate planning help reduce taxes on my estate?

    Estate planning can help minimise tax liabilities on your assets, ensuring more wealth is passed to your beneficiaries. A financial advisor can provide strategies to reduce taxes through gifting, trusts or other financial structures, helping you maximise the value of your estate.

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