Leaving a Legacy

Helping You Leave a Legacy

Providing financial advice in New South Wales.

What happens to your assets if something happens to you?

Are your loved ones protected—and is everything set up the way you’d want it to be? Do you feel confident that your legacy will be handled with purpose?

When you're ready to think beyond today, we’ll help you plan well. Whether it’s making sure your estate is in order, your loved ones are supported, or your values are reflected in how your wealth is passed on—we’ll help you make those decisions with care. It’s about protecting what you’ve built and giving you peace of mind for the road ahead.

Ways We Can Help You Plan Your Legacy

Estate planning
Decide who gets what
Keep details current
Review super + insurance
Support causes you love
Leaving loved ones debt-free

Partner with Us to …

Make Your Wishes Clear

We make sure your legacy plan reflects your values and intentions—clearly and legally.

Make Things Easier on Your Loved Ones

By planning ahead, we can reduce confusion and stress for your family during difficult times.

Make Meaningful Impact

Whether you’re supporting future generations or causes close to your heart, we help your money continue doing good beyond your lifetime.

Book a Free Call

What Our Clients Say About Working with Ellixi

Lucas & Steph

NSW

"She alleviated our angst! Henriëtte was very knowledgeable about the choices we could make, and we are very happy with the expert service she’s provided us with over the years."

Client Success Stories

Estate Planning Questions We Can Help You Answer

Do I need a will or estate plan to leave a legacy?

A will is a great start, but legacy planning goes further. We work with legal professionals to ensure your financial legacy is handled exactly as you intend.

Can I leave part of my estate to a charity or cause I care about?

Absolutely. We’ll help you explore giving strategies that align with your goals—whether it’s through your will, super, or a structured giving plan.

What if my family situation is complicated?

That’s very common. We’ll help you navigate sensitive family dynamics with understanding and ensure your plan is fair, thoughtful, and well-structured.

Let’s Protect Your Legacy Together

If you’re ready to take the next step in planning your legacy, we’re here to help. We’ll guide you through the process with sensitivity, clarity, and care—so you can move forward with peace of mind.

Book a Free Consultation

Or email us at
or call 0421 853 704

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to retire with confidence