7 Station Street Wickham NSW 2293

Secure Your Legacy with Estate Planning

Estate planning ensures that your assets are distributed according to your wishes. Cruden Financial provides comprehensive estate planning services to help you protect your legacy and support your loved ones.

Why Estate Planning Matters:

Proper estate planning protects your assets, reduces taxes, and ensures your wishes are honoured. Cruden Financial guides you through this process, providing peace of mind.

Estate Planning Services Include:

  • Will Preparation
  • Trust Setup
  • Beneficiary Designation
  • Tax Planning
  • Why You Need This Service

    Why Estate Planning Matters

    Estate planning offers peace of mind by securing your assets for future generations. Cruden Financial assists in ensuring that your legacy is protected and your loved ones are provided for.

    Will Preparation

    We help you create a will that reflects your wishes.

    Trust Setup

    We assist in setting up trusts to manage assets effectively.

    Beneficiary Designation

    Our team ensures your assets go to the right beneficiaries.

    Tax Planning

    We provide strategies to minimise estate taxes.

    Ready to Take Control of Your Financial Future?

    We are here to help you build a solid financial plan. Schedule a complimentary consultation today to discuss how we can assist you in achieving your financial goals.

    Other Services

    Tailored financial solutions to help you achieve your goals, from retirement planning to debt reduction

    Cash Flow Management

    Take control of your finances with a custom plan to manage your income and expenses. We’ll help you optimise your cash flow to ensure financial stability and growth

    Wealth Accumulation

    Build and grow your wealth with a personalised investment strategy. Our expert advice will help you accumulate assets for a prosperous future.

    Our Clients' Success Stories

    We simply can’t thank Brett enough for his assistance to us moving forward financially. I wish we had engaged years ago. Brett has now assisted my family in friends in the same fashion. Brett is extremely down to...

    Toby

    Brett was very professional in providing services of a very high standard. Brett's availability and communication was great. He got stuff done quickly and truly went above and beyond to assist us in making sure every cent of...

    Tracy

    Brett, when the things I have was considering whether to engage a financial adviser, I think it's important to evaluate their experience, credentials, and approach to financial planning. Based on my assessment of your...

    Matt