Estate Planning Financial Advisor Melbourne

Protect your wealth, wishes and the people you love

For families, professionals, and business owners across Melbourne.

You can’t control the future, but you can plan for it.

At Angel Advisory, our Melbourne-based advisors help you protect your family, preserve your wealth, and make sure your wishes are carried out with clarity and confidence.

  • Family-focused advice
  • Clear, practical estate strategies
  • Ongoing support as life changes
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*Professional. Licensed. Recognised for excellence.

Is Your Family Protected After You’re Gone?

Accidents, illness, and disputes don’t wait for paperwork. At Angel Advisory, we make estate planning fast, clear, and built around your family’s future so you can protect what matters most.

Protect your loved ones from legal chaos

We make sure your Will, Powers of Attorney, and beneficiary structures keep control in your family’s hands.

Shield wealth from tax and disputes

We structure trusts and inheritances to minimise tax, reduce conflict, and preserve what you’ve
built.

Guide your family through tough times

We ensure your wishes are clear and easy to follow, so your loved ones aren’t left guessing when it matters most.

Plan for every what-if

From illness to incapacity, we ensure someone you trust can make decisions when you can’t.

Keep your plan future-proof

Life changes fast. We update your estate plan as your family, assets, and goals evolve.

Leave clarity, not confusion

You’ll walk away knowing exactly who gets what, how it’s protected, and why it’s set up that way.

Who we help

  • Families: Make sure your children and loved ones are cared for, and that your wealth passes smoothly to the right hands without confusion or conflict.
  • Professionals: Protect the wealth you’ve built and ensure your wishes are clear, so your family isn’t left guessing if the unexpected happens.
  • Business Owners: Plan for business continuity and succession so what you’ve built can thrive long after you step away.
  • Investors: Bring your estate plan in line with your property, SMSF, and investment portfolios for long-term control and tax efficiency.

How We Help With Estate Planning

“I still haven’t set up a Will, and I keep putting it off.”

Solution → We make it easy to get started, guiding you step-by-step so your wishes are clear and legally protected.

“I’m not sure who would make decisions if I couldn’t.”

Solution → We help you set up Powers of Attorney so someone you trust can act for you when needed.

“I want to avoid paying death tax.”

Solution → We will guide you through effective estate planning strategies to reduce tax impacts and preserve your family’s inheritance.

“My family situation is complicated, and I want to be fair.”

Solution → We structure trusts and inheritance plans that balance everyone’s interests while minimising disputes.

“I have a Will, but I don’t know if it’s still up to date.”

Solution → We review your current plan and update it after life changes to keep everything aligned with your intentions.

“I’m worried my assets won’t go where I want.”

Solution → We will map out clear instructions and legal structures to ensure your wealth is passed on exactly as you intend.

Based in Melbourne and serving clients across South Melbourne, Brighton, Prahran, South Yarra, Windsor, Williamstown, Yarraville, St Kilda, Caulfield, Albert Park, Port Melbourne and surrounding suburbs.

Book an Estate Planning Consultation
Book an Estate Planning Consultation

How Our Estate Planning Advice Works

  1. Understand
    We learn about your family, assets and wishes, from who depends on you to how you want your estate distributed.
  2. Design
    You receive a tailored Estate Strategy covering:
    • Wills and beneficiary planning
    • Testamentary or family trusts
    • Powers of Attorney and guardianship
    • Inheritance and succession structures
    • Tax efficiency and intergenerational wealth protection
  3. Implement & Maintain
    We collaborate with your lawyer and accountant to put everything in place, then review regularly as your life and assets evolve.

What You’ll Receive

  • A clear, written estate plan that protects your family and honours your wishes
  • Tax and inheritance strategies aligned with your broader financial plan
  • Ongoing reviews as life and laws change
  • Coordination with your lawyer, accountant, and other professionals
  • Transparent, agreed-upfront fees
Book an Estate Planning Consultation

Claire Zhang

Associate

Meet Your Melbourne Estate Planning Advisors

  • Experienced advisers helping Melbourne families protect and pass on wealth.
  • Specialists in Wills, trusts, and inheritance strategies.
  • ASIC-regulated and focused on clarity, compassion, and compliance.

Your family. Your legacy. Our guidance.

Learn More About Us

Frequently asked questions

Yes. A Will only covers what happens after you pass away. An estate plan protects you while you’re alive too, covering powers of attorney, trusts, and strategies to manage tax and inheritance so your wishes actually happen.

Lawyers handle the legal paperwork. As financial advisers, we make sure the structures, tax planning, insurance, and wealth transfer strategies behind those documents actually work together.

Not at all. Estate planning is about control and clarity, ensuring your family knows what to do, bills are covered, and assets go where they should. Even modest estates benefit from a structured plan.

We create family or testamentary trusts that decide when and how assets are accessed, protecting your children’s inheritance from financial risk, relationship breakdowns, or outside claims.

That’s exactly when you need proper planning. We design strategies for blended families, businesses, and multiple beneficiaries that keep things fair, transparent, and dispute-free.

At least every few years, and definitely after major life events like marriage, children, buying property, or starting a business. Regular reviews keep your plan accurate and compliant.

They could, depending on how assets are transferred. We coordinate with your accountant to structure your estate efficiently, minimising tax and preserving more for your loved ones.

We start with a discovery session to understand your family, assets, and goals. Then you’ll receive a clear plan and next steps before any decisions or fees are finalised.

Explore Other Services

Insurance

Protect your family’s future with integrated life, TPD, and income cover.

Tax Advisory

Plan ahead for tax-efficient wealth transfers and estate distributions.

Investments

Keep your legacy growing with smart, sustainable portfolio strategies.

Ready to protect your legacy with confidence?

Speak with a Melbourne estate planning advisor who helps you structure, protect, and pass on your wealth with clarity and care.

Talk to an Advisor Today