For your partner spuse and family's sake

Our estate planning and administration services are designed to ensure the seamless management of your affairs in the event of your ill health or death.
Each of us are faced with two dilemas in relation to our estates namely:
- Who and how will your affairs be managed if you lose the the ability to manage them yourself; and- Who and how do you want to distrbute and manage your estate when you die.
We can help your through the mase of issues that need to be considered to help put process around these challenges AND we will work with your lawyer when they design and draft your estate documents.

Stewards can utilise the same Wealth Governance process used to manager your wealth when you were alive to manage your estate in the event of ill health or death.

Beneficiary Education

Educating beneficiariesBy improving the financial literacy of existing and prospective beneficiaries, the likelihood that a trust will achieve its long terms aims are greatly improved.
Stewards FMG can educate beneficiaries in order to help them better understand and appreciate the aims of the trust.

Mentoring beneficiariesStewards FMG can also mentor select beneficiaries of a trust in order to help them better understand, manage and in some cases cope with the wealth that has been put aside for their benefit.