SERVICES WE PROVIDE / Estate Planning

You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. It’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.

We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.

© 2026  ZEPHYR WEALTH  /  PRIVACY POLICY  FINANCIAL SERVICES GUIDE

Matthew Burton and Scoop Investments Pty Ltd ATF Burton Family Trust t/a Zephyr Wealth are Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748  |  Powered By FocusNet Technology