Before you set up a Family Trust, make sure it is the right move
A Family Trust can protect your assets, but only if it fits your situation and risks. Take this 90-second assessment to see if a Family Trust is right for you.
No jargon. Just a clear starting point.
A Family Trust can protect your assets - but only if it fits your situation.
Family Trusts are great tools for holding and distributing wealth - but they're not for everyone. They can protect your assets from creditor claims, avoid probate and they give you control over how your legacy is passed on.
But if set up for the wrong reasons or at the wrong time, they can be unnecessary, void and cause potential tax consequences.
At Cover Matters, we start with a Protection & Risk Assessment. We help you:
- Clarify your goals
- Identify legal and financial risk exposure
- Determine whether a trust is appropriate
- Explore whether your current estate planning structure still fits your circumstances
If a Trust is required, we connect you with the right lawyer.
If insurance advice is required, we connect you with an insurance adviser.
Unsure if a Trust is right for you?
This quick assessment will help you:
- See if your situation would benefit from a Trust
- Avoids uncertainty
- Get a tailored next step (with no pressure to commit) where we connect you with the right professional
Take our short assessment and get clarity before committing to structure.
Testimonials
Would highly recommend! They were professional and helpful and made the whole process easy from the get go.
Michelle
Always great communication and happy to answer any questions I had. Highly recommend them!
Katy
George was very helpful in our journey, he was always there ready to answer all our questions.
Cheryl
How it works
Step 1 – Risk Assessment
You complete the online risk assessment.
Step 2 - Clarity
We discuss whether a Family Trust is necessary or whether another structure is more appropriate.
Step 3 - Risk exposure
We will discuss your goals and risk exposure.
Step 4 - Connect
We connect you with our team and/or financial adviser.
How Cover Matters delivers results
A Clear Starting Point
We act as your first point of contact, helping you make sense of your situation before involving multiple advisers.
Guidance, not guesswork
Your situation is triaged carefully so you’re introduced to the right professional, not just the next one available.
Personalised Service
We connect you with the most appropriate adviser for your circumstances, saving time and reducing unnecessary back-and-forth.
Protect your Assets & Family
with a Family Trust
Unsure, if you need a Family Trust? Take This FREE 90-Second Assessment To Find Out.
PLUS! Book a Free Protection Review with
an Insurance Adviser