Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.
We will help you align your estate plan with your financial plan. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones
We will work with your existing estate planning professional or we can recommend one of our trusted colleagues to help formalise your wishes.
We want to minimise your estate’s administrative burden and maximise the value distributed to your loved ones and the organizations you cherish.
Prioritise getting your will and powers of attorney completed. Creating a will and other estate planning documents isn’t a Herculean task. The bonus of getting it done is that you’ll sleep better at night knowing you have a plan to take care of loved ones when the day comes and you are no longer able to.
We can help you begin this conversation in a way that makes sense for you and your family. Knowing not just your holdings, but your style and values will help you shape a legacy that expresses your care for the people and causes you love.
We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
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We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our MacDonald Wealth process.
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We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.
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Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.
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We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.
Learn MoreOur passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
Office Phone
06 843 1915
Office Hours
Mon – Fri 9:00am – 4:00pm
“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”
