Estate Planning

Making sure your wealth goes where you intend — and to the people you love..

Estate planning is often the most deferred area of financial advice — and the most important to get right. At Indigo, we help you ensure that the wealth you’ve spent a lifetime building flows to the right people, in the right way, at the right time.

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Indigo Financial Planning Dean Denaro - NSW

Mapping out
Financial Freedom

Estate Planning

Key areas we address.

  • Superannuation death benefit nominations — binding nominations, non-binding nominations and reversionary pensions for pension-phase accounts
  • Asset ownership review — how jointly held assets, trusts and company structures interact with your estate
  • Beneficiary coordination — ensuring all assets flow consistently with your overall estate wishes
  • Powers of attorney — financial and medical, and why having them in place before you need them matters
  • Testamentary trusts — how trusts within a will can protect assets and reduce tax for beneficiaries
  • Blended family considerations — structuring your estate to protect all the people who matter to you

How we work with your other advisers

This is whole-of-wealth thinking at its most important.

Estate planning sits at the intersection of financial advice and legal advice. We don’t draft wills — that’s the role of a solicitor. What we do is ensure your financial structures, superannuation nominations and beneficiary arrangements are all aligned with your estate wishes, and we work closely with your accountant and solicitor to ensure everything is coordinated.

Indigo Financial Planning Dean Denaro - NSW

Who is this for:

  • Anyone with significant superannuation who has never set up a binding death benefit nomination
  • People with complex family structures — blended families, estranged relatives, dependants with special needs
  • Business owners whose estate planning needs to account for business succession
  • Clients with significant assets in trusts, companies or SMSF structures
  • Anyone who hasn’t reviewed their estate planning arrangements in the last five years

Ready to get started?

Book a consultation to start your estate planning conversation with Dean.

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