CFP Services

Estate Planning and Succession Planning

Estate planning is an essential part of financial planning. Trends such as: Australia’s growing aging population; the increase in marriage breakdown and blended families and the rise of non real estate assets (Superannuation and life insurance policies) have all enhanced the importance of estate planning advice.
Effective estate planning ensures that on the client’s death all assets are distributed to the right beneficiaries at the most appropriate time.


Corias Financial Planning is one of Sydney’s leading boutique financial planning groups.
We understand that challenges and opportunities present themselves at all stages of life. Through an innovative and strategic approach, we ensure your plan is as individual as you are.
At Corias Financial Planning, we are big enough to deliver the solutions you need, yet small enough to provide the attention you deserve."
CFP Team
Disclaimer - Any recommendation or statement of opinion on the Corias Financial Planning website is general in nature and does not take account of your particular objectives, financial situation or needs. Before you act on any recommendation or opinion, you should consider its appropriateness to your personal situation. Where the recommendation or opinion relates to a particular product, you should consider the PDS before making a decision about the product.