Estate planning is more than just writing a will. It’s about ensuring your assets are passed on the way you intend, in the most efficient and tax-effective way possible. A well-structured estate plan provides peace of mind for you and certainty for your family during life’s most difficult times.
We guide you through decisions about who inherits what and how. While we don’t draft legal documents, we work closely with your solicitor to ensure your wishes are clearly documented and your financial strategy aligns with them.
If you have children, elderly parents, or other dependants, we help you plan financially for their ongoing care and security in the event something happens to you.
With proper structuring, you can reduce the tax burden on your beneficiaries and avoid unnecessary delays in estate distribution. We help you understand strategies to preserve more of your wealth for those you care about.
Estate planning isn’t just about what happens after you’re gone, it’s also about protecting you if you become unable to make decisions. We work with your legal team to ensure the right people can step in if needed.
Superannuation doesn’t automatically form part of your estate. We help you review your beneficiary nominations and ensure your super is directed according to your wishes.
We look at how and when wealth is transferred, during your lifetime or after, considering tax efficiency, family dynamics, and asset protection.
We look at your entire financial position, not just your assets, but how they’re structured and how they’ll be passed on.
We ensure your estate planning decisions align with your broader wealth, tax, and retirement strategies.
We work alongside your solicitor and accountant so your legal, financial, and tax outcomes are all coordinated.
We help you make informed, confident choices that protect your legacy and reduce uncertainty for your loved ones.
With a planner by your side, your estate plan becomes a final act of care for your loved ones.
Estate planning can feel overwhelming, especially when you’re trying to navigate complex financial, legal, and emotional decisions. But with the right guidance, it becomes a clear, structured process. We’ve answered some of the most common questions below to help you better understand what’s involved and how we can support you every step of the way.
Yes. A will is just one part of an estate plan. Superannuation, trusts, tax implications, and powers of attorney all need to be considered.
Life changes, so should your plan. We recommend reviewing your estate planning strategy every few years or after major life events.
Your estate may be distributed based on government rules, not your wishes. This can create stress, delays, and conflict for your loved ones.
Yes, but there can be tax and Centrelink implications. We help you weigh the pros and cons of early wealth transfers to family members or charitable causes.
Your financial journey starts here!
info@investlinkgroup.com.au
1300 667 529
Level 6, Suite 1/91 Phillip Street,
Parramatta NSW 2150
Mon – Fri: 9am – 5pm
Sat – Sun: Closed
Praise Barona is a Customer Service Officer at Investlink Group and a Bachelor of Science in Accountancy graduate. She brings a well-rounded background in financial planning support and accounting, with experience as a Financial Planning Assistant and as an intern in a CPA firm.
Through these roles, she has developed strong attention to detail, organisation, and a thoughtful approach to supporting both clients and advisers.
Praise is passionate about delivering a positive and reliable client experience, and is committed to continuing her growth in the financial planning industry.
Lindsay Austria is a Marketing Officer at Investlink Group and is currently completing a Bachelor of Commerce (International Business and Marketing) at the University of Sydney.
She brings experience in digital marketing, content creation, and community engagement.
With a passion for storytelling and cross-cultural connection, Lindsay focuses on creating meaningful content that resonates with diverse audiences and builds genuine engagement.
Mary is a Financial Planning Administrative Officer at Investlink Group, holding a Bachelor of Business with a major in Finance and Management.
She brings a strong client-focused approach, supported by her experience as a Senior Receptionist and Assistant Manager, where she developed skills in communication, problem-solving, and team coordination. Mary is committed to building her expertise in the financial planning sector and contributing to a seamless and supportive client experience.
Priyanka is a financial adviser with experience across various areas of advice including superannuation and retirement planning, wealth creation and personal insurance. Her education includes a Bachelor of Applied Finance from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan.
Priyanka enjoys strategising and working towards creating valuable solutions for our clients. She loves meeting our clients, both existing and new, and getting to know them on a personal level and hearing the unique stories they have to share.
Financial Adviser / Director of Investlink Group & Excalibur Wealth Group
Ashish has over 20 years of experience as a financial adviser and is passionate about educating his clients on their finances and the financial strategies that he recommends to them.
With a “client comes first” philosophy for the business, Ashish operates with patience, transparency and with the best interests of his clients always in mind.
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