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MEET the SCM Wealth Management team

DISCOVER how we can help you

LEARN more from our current resources

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

Monday – Friday 8.30am to 5.30pm (Melbourne time)

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

Structure your estate effectively

Planning your estate is more important than ever now that we live longer and family and business structures are more dynamic.

Estate planning allows future generations to succeed and live comfortably just as you have done. But it isn’t just about writing up a will. Estate planning includes a whole host of considerations, from examining your finances to keeping your money responsibly invested, well-structured and properly protected.

Have you got a comprehensive estate plan in place?

Find out how you can structure your estate more effectively with SCM.

What should you consider?

Your estate considerations and options will differ according to different life stages. It’s worthwhile speaking with an adviser to find out just what you should be considering at this stage of your life.

If you’ve thought about estate planning or taking steps to plan your estate, you’ve probably considered or even written up your will. This could outline the future distribution and management of your assets and finances. But have you made it valid? And how regularly do you review and update it?

Things to do

Some of the things you may want to implement in a comprehensive estate plan, aside from a detailed will, are:

  • A chosen, trusted power of attorney who can make decisions on your behalf
  • An executor to distribute your assets when you’re gone (this can be a solicitor or trustee)
  • A summary of your finances
  • An investment plan

Trust structures to ensure your estate is distributed in accordance to your wishes and goes to the right people at the right time.

Don’t forget

Have you taken into account any life insurance or death benefit, either through a superannuation or retail policy? The remaining balance in your account is typically paid to your nominated beneficiaries.

You may want to inform your beneficiaries of your plans and keep them in touch with your personal circumstances. That way you’re ensuring your assets go where they should after your death.

How SCM can help

At Scholten Collins McKissock, we focus on making sure your chosen assets are passed to the right beneficiaries at the right time. This means you can be confident everyone will be taken care of once you’re gone.

We offer, among other things:

  • A complimentary review of your existing estate plan
  • In-depth and cohesive development of your estate plan
  • Advice on what structures may best suit your estate
  • Regular reviews of your plan to ensure it’s up-to-date
  • Assistance with administering your estate
  • Collective or individual family meetings.

Reach your goals

To ensure you have an effective estate plan, arrange an appointment with one of our expert advisers and we’ll help develop a financial strategy to help you reach your goals, taking into account your estate plan as well.

We can help you at any stage of your life. Whether you’re starting your first job or planning for your retirement, we can provide expert guidance and knowledge.

Get in touch with us today for more information on how we can help you manage your wealth, and to book an appointment with one of our advisers.

Meet our Wealth Management team

Trent Collins

Trent Collins

Practice Principal

Matthew Scholten

Matthew Scholten

Matthew Scholten Executive Chairman & Practice Principal

Christopher Fagan

Christopher Fagan

Executive Director & Practice Principal

Con Gianna

Con Gianna

Practice Principal

Emily Macdonald

Emily Macdonald

Associate Adviser (professional year)

Mitchell Fidas

Mitchell Fidas

Associate Adviser (professional year)

Luke Spiller

Luke Spiller

Senior Financial Adviser

Our story

At SCM, we believe our success is largely due to our people – their expertise, professionalism and their commitment to you – our clients. We build lifelong relationships with our clients that are based on a real understanding of your situation and your goals. We work hard to get to know our clients. We listen, explain and educate.
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Working together to create a strategy that’s right for you

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Working together to create a strategy that’s right for you

DISCLAIMER: It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. Neither Elect Wealth Management Pty Ltd, an Australian Financial Services Licensee, nor its authorised representatives and Elector Pty Lt atf Scholten Collins McKissock Trust warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use.