Legacy Preservation
Estate Planning
Secure your legacy and ensure your wealth is transferred according to your wishes while minimizing tax and protecting your beneficiaries.
What We Offer
Comprehensive Solutions
Will & Estate Documentation
Comprehensive estate planning documents including wills, powers of attorney, and advance health directives.
Trust Structures
Establish and manage family trusts, testamentary trusts, and special disability trusts for asset protection.
Wealth Transfer Strategies
Tax-effective strategies to transfer wealth to the next generation while minimizing estate taxes.
Philanthropic Planning
Structure charitable giving through foundations, bequests, and tax-effective donation strategies.
Asset Protection
Protect family wealth from potential claims, creditors, and relationship breakdowns.
Beneficiary Planning
Ensure appropriate provision for all beneficiaries including minors and those with special needs.
Why Choose Us
Tailored Benefits
Peace of Mind
Certainty that your wishes will be carried out and loved ones protected.
Tax Minimization
Reduce estate taxes and maximize wealth transfer to beneficiaries.
Family Harmony
Clear documentation prevents disputes and maintains family relationships.
Asset Protection
Shield family wealth from external threats and claims.
Legacy Control
Maintain control over how and when your wealth is distributed.
How It Works
Our Proven Process
Estate Analysis
Comprehensive review of your assets, family situation, and estate planning objectives.
Strategy Design
Develop tailored estate planning strategies including structures and documentation requirements.
Documentation
Prepare essential estate planning documents with qualified legal professionals.
Structure Implementation
Establish appropriate trusts and ownership structures for asset protection and tax efficiency.
Regular Updates
Periodic reviews to ensure your estate plan remains current with law changes and life events.
Client Success Stories
What Our Clients Say
“Every interaction with Hammad and his team at MARV has been first class. They've helped move my superannuation to a better performing fund and have just helped set up a Business Partnership for me. I can sense my financial future is bright with MARV and highly recommend Hammad and the team.”
Prue Blennerhassett
Verified Client
“We've had an excellent experience with this SMSF and financial advice firm. Their team is knowledgeable, responsive, and always willing to explain complex matters in a simple way. They helped us structure our super efficiently and provided sound investment guidance tailored to our goals. Highly recommended for anyone seeking trusted financial advice.”
Aigner P
Verified Client
Ready to Take the Next Step?
Let's discuss how we can help you achieve your financial goals with our expert guidance and personalized solutions.