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.
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Family-focused advice
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Clear, practical estate strategies
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Ongoing support as life changes
* 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
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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.
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Professionals: Protect the wealth you’ve built and ensure your wishes are clear, so your family isn’t left guessing if the unexpected happens.
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Business Owners: Plan for business continuity and succession so what you’ve built can thrive long after you step away.
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Investors: Bring your estate plan in line with your property, SMSF, and investment portfolios for long-term control and tax efficiency.
What Our Clients Say
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:
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Wills and beneficiary planning
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Testamentary or family trusts
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Powers of Attorney and guardianship
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Inheritance and succession structures
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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
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A clear, written estate plan that protects your family and honours your wishes
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Tax and inheritance strategies aligned with your broader financial plan
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Coordination with your lawyer, accountant, and other professionals
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Ongoing reviews as life and laws change
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Transparent, agreed-upfront fees
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 ->