Welcome to Legacy Wealth Solutions
With nearly 40 years of experience advising individuals and families on their finances, Martin Hawkins founded Legacy Wealth Solutions in 2023 to specialize in estate planning, asset protection, and succession planning. Recognizing the importance of understanding clients’ unique family dynamics, he offers comprehensive services beyond traditional financial advice, ensuring well-crafted legal documents and personalized guidance.
Our Services
Basic Wills & Enduring Power of Attorney
From $500
Ensure your assets are passed to the next generation in line with your wishes.
Comprehensive Wills & Testamentary Trusts
From $1,500
Protect your children’s inheritance and build a secure foundation of wealth for generations to come.
Trust Deed Drafting & Upgrades
From $200
Ensure your family structures have correct and modern documentation through our deed drafting facility.
Comprehensive Structuring Review
Cost Following Consultation
Review your current and potential family structures to ensure they are optimised for your asset protection needs.
Connect with Us
Keen on exploring innovative strategies to safeguard your wealth? Share your details below, and we will reach out to craft a tailored plan just for you. We eagerly await your message!
About Martin
With nearly 40 years of experience as a financial adviser, I have engaged with countless individuals on various financial matters, including investments, insurance, superannuation, pensions, and tax. However, one essential topic often overlooked is the conversation about our ultimate mortality—a subject that can be difficult to discuss.
As Benjamin Franklin famously stated almost 250 years ago, “In this world, nothing can be said to be certain, except death and taxes.” This wisdom remains as relevant today as it was then.
In my experience, financial advisers frequently "skim the surface" of estate planning, reducing it to a simple recommendation to “speak to a solicitor, make a will, create an enduring power of attorney, and complete a death benefit nomination for any superannuation.”
Three years ago, prompted by government requirements to return to formal study, I embraced the opportunity to deepen my knowledge in the specialised fields of estate planning, asset protection, and succession planning.
Throughout this journey, I discovered that clients' instructions for their wills often did not align with the final documents. This misalignment stemmed from a lack of understanding of the client’s unique family dynamics and circumstances. While the legal professionals involved may not intend to overlook these nuances, will writing is often a transactional process that can fail to explore the deeper aspects of clients’ lives.
In 2021, I experienced a “lightbulb moment” while reading wills with a more critical eye. I realised that, as a financial adviser, I possessed a greater understanding of my clients' family dynamics, desires, and fears than most people in their lives. Armed with my expanding knowledge of estate planning, succession planning, and asset protection strategies—validated by my SAPEPAA accreditation—I began utilising well-crafted legal documents provided by Abbott & Mourly Lawyers. This enables me to guide clients through the complex estate planning process, engaging legal experts as needed.
In 2023, I founded Legacy Wealth Solutions (LWS) to offer these specialised services and clearly distinguish them from traditional financial advice.