Succession and Estate Planning

Matrix Norwest, Estate Planning

To reach your desired financial future, you need a comprehensive plan. We know that clients who have a plan for the future of their business, company or investment portfolio maximise their opportunities for growth. Importantly, they also have peace of mind knowing that their wealth is protected. 

As a Matrix Norwest Succession and Estate Planning client, you will enjoy the benefits of working to a comprehensive personal estate plan and business succession plan. Our professional yet approachable experts will empower you with a thorough understanding of how your plan works to achieve your own personal financial goals.

Succession Planning

An exit strategy is essential to the long-term success of your business (and your own peace of mind). Of course, retirement from a fully realised business opportunity is the goal of many business owners. However, you could benefit enormously just by being ready to quickly take advantage of an offer to buy your business. Similarly, when misfortune strikes, a rock-solid plan will make all the difference.

Matrix Norwest’s team of trusted advisors and financial planners, as well as our Taxation and Accounting experts, can help with a range of strategies to safeguard the future of your business.

Shareholder or partnership agreements

Outline roles and responsibilities, decision-making processes, exit strategies and more. An agreement is essential to the smooth operation of any business structure, whether or not you’re working with family or friends.

Selling your business

Maximise the return on the sale of your business. Ensure it is ready for sale, and that the legal and tax arrangements you have in place put you in the best possible position.

Buying and selling: agreements and insurance

Fortify your agreement with an insurance suite that protects all parties in the event of death or disablement.

Family succession planning

Is your wish to pass your business to your family? To give it, you must first protect it. For a true gift that is unencumbered, formally outline the expectations of all parties and make a plan for a smooth transition.

Estate Planning

As a Matrix Norwest client, you will have absolute confidence that, upon your death, your wishes will be understood and followed. To draft a comprehensive estate plan, your trusted financial advisor will work closely with you to ensure no stone is left unturned. Your estate plan will appoint an enduring power of attorney, an enduring guardian and a superannuation beneficiary, as well as your legal will.

Enduring power of attorney

Your enduring power of attorney may make financial and legal decisions on your behalf while you are alive. The arrangement should continue to have effect even if you lose legal capacity.

Enduring guardianship

Your enduring guardian may make lifestyle and welfare decisions about you while you are alive. The arrangement deals with the care you will receive, where you will receive it and who will administer it for you.

Superannuation: benefit nomination

Your superannuation balance is a separate asset not normally controlled by your will. Nominating a valid beneficiary for your superannuation fund will ensure your wishes are fulfilled.


Engaging Matrix Norwest comes with the peace of mind that your hard-earned wealth is in safe hands. Our experienced professionals will listen carefully to understand your goals and wishes; similarly, we ensure that you understand the implications of the decisions you make.

Need Estate Planning advice?