Estate Planning Services
Some of our most important decisions in life aren’t for ourselves, but for the people we leave behind.
At Simmons Partnership, we support individuals and families in navigating the estate planning process with calm, clear guidance. From our base in Robina, we work closely with our clients to ensure that the legacy they have built is passed on in the way of their choosing, with as much certainty as possible.
A well-prepared estate plan can ease the administrative and emotional load for those left behind. It helps reduce confusion, minimise disputes, and ensure assets are distributed to reflect the individual’s or family’s wishes while providing the beneficiaries the most significant benefit.
Estate Planning Services:
Effective estate planning often involves more than just a will. We consider and coordinate all aspects of the estate, including:
- Assets covered by your will, such as property, investments, and savings
- Superannuation, which may fall outside the scope of a will
- Trusts or company-held assets, which often require separate instructions
Our role is to help our clients understand how these components work together and how they can be best structured to serve their personal, financial, or business goals. We explain the details in plain language and provide practical, considered recommendations every step of the way.
Whether you’re planning for family security, succession within a business, or simply wanting peace of mind, we’ll work with you to ensure your affairs are organised and your intentions are clear.
Estate planning is one of those things that is only done once, so it’s worth getting right. With the proper support, it doesn’t need to be overwhelming.
At Simmons Partnership, we help you prepare with care so that what matters most is protected now and in the future.
“Wayne, Joel and the team at Simmons Partnership have provided us with professional guidance for all our family business and investment needs for over 40 years.
With around 40 people in our extended family the routine of addressing tax planning, superannuation and investment advice is invaluable.
We value the personal relationships we have, ensuring easy communication, and we have full confidence in the advice we receive.”
“As a team, Simmons Partnership is the perfect balance of personalised high level strategic consulting and advice, coupled with professional day to day management of an ever growing complex range of statutory reporting requirements. All this means we are free to get on with other tasks which are important to the management and growth of our pursuits.”
“For over 20 years I have had the benefit of the professionalism and personal service of Wayne and Belinda Simmons and their team. As their business has grown their professionalism has only strengthened and the Simmons team continue to provide me, my businesses and associates to whom I have referred Simmons Partnership with proactive, professional and personalised service of the highest order.”
ADDRESS:
Suite 137
Building 1 “Lakehouse”
34-36 Glenferrie Drive
Robina QLD 4226
Phone:
Liability limited by a scheme approved under Professional Standards Legislation