Individual · Life Events
After an inheritance.
We help you absorb a windfall without rushing into decisions you'll regret. Good advice at this moment protects the inheritance for decades.
Receiving an inheritance is one of the most consequential financial moments of your life.
It often arrives alongside grief, family complexity, and decisions that need to be made quickly, but that will affect you for the rest of your life. The wrong move early can cost far more than the advice would have.
At Securinvest, we bring together financial advice, tax, and estate planning in one conversation, so nothing falls through the gaps.
An inheritance is often the moment a family's whole plan gets rebuilt. That is what we do.
At Securinvest, we bring together financial advice, tax, and estate planning in one conversation, so nothing falls through the gaps.
An inheritance is often the moment a family's whole plan gets rebuilt. That is what we do.
- Understanding the tax implications before you act
- Investing a lump sum without emotional decisions
- Reviewing your own estate and super beneficiaries
- Coordinating across advice, tax and legal
How we help
Hover each card to explore the services we provide after an inheritance.
Retirement Date Planning
An inheritance can trigger CGT events, affect your tax bracket, and create structuring decisions with long-term consequences. We map out the implications before you move a dollar.
Investment Strategy
A lump sum is both an opportunity and a risk. We build an investment plan based on your goals, timeline, and existing wealth, not emotion or urgency.
Superannuation Advice
Inherited super doesn't always pass the way you expect. We clarify your options around death benefits, rollovers, and contribution opportunities before windows close.
Estate & Legacy Planning
Receiving an inheritance is often a prompt to review your own arrangements. We update beneficiary nominations, Wills and powers of attorney to reflect your new position.
OUR PROCESS
Our process.
Advice starts with a proper conversation, not a product.
Discovery, on us.
A proper discovery meeting, not a 15-minute chat: what is important in life to you, where you stand, and whether we can genuinely help. Complimentary.
Your strategy, presented.
We build the strategy and present it with clear fees, so you decide with the full picture in front of you.
Implement and review.
We put the plan to work, then stay with you: portfolio monitoring, reviews, and an adviser who picks up the phone.
Who we help
Adult Children
Receiving a parent's estate often comes with grief, family dynamics, and financial complexity at the same time. We help you slow down and make decisions without regret.
Surviving Spouses
Losing a partner changes your entire financial picture. We consolidate, restructure, and plan, so you're not left managing something unfamiliar alone.
Unexpected Beneficiaries
Whether it's a relative, business partner, or life insurance payout, a windfall at any stage of life needs a clear plan before you decide what to do with it.
"So very grateful to have Securinvest as my financial advisors. We have been with them since 1997 and appreciate how they have helped us. My husband has passed and still feel thankful for all their assistance and continued follow ups. Never have I had any concerns and my advisors are like personal friends. I can ask them anything."
Pam Wilson
Google review
Google review
Ready to talk through your options?
The first conversation costs nothing and comes with no obligation.
