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Estate planning & administration

We consider the design, implementation and administration of an effective estate plan to be the cornerstone of your financial world. From simple wills to complex estate needs our team of specialist advisers can devise a strategy for you that caters to your situation. Beginning your plan like you mean to end is a statement we take seriously.

All clients are offered a full review of their estate planning requirements to ensure their intended wishes can be carried out in the most effective manner. This review includes business structures, superannuation policies, asset ownership and extended family arrangements. We have strong industry relationships with leading Estate Planning law firms to assist you with drafting your plan. There is no estate too small to leave this area to chance.

Contact us

'HQ', Suite 11, Level 1
58 Riverwalk Avenue
Robina QLD 4226

(07) 5689 1222

(07) 5689 1227

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Video updates

To assist your financial understanding we have produced a series of recorded video updates. These video editorials discuss topics ranging from market material and budget releases to relevant educational pieces.

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Travel blog

With today’s increased focus on work life balance and ‘ski’ (Spend Kids Inheritance) holiday’s, our clients are enjoying their domestic and international travel. Share with us what you’ve learned or what you need to know about your travels.

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IntegraVest Financial Planning Pty Ltd 75 458 061 264 & Secure Wealth Pty Ltd 17 084 191 744
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

Godfrey Pembroke