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Summary
Estate planning is a critical part of protecting your clients’ legacy. Yet many Australians either don’t have a Will in place or haven’t reviewed it for years - often because they don’t know where to start.
To help advisers address this common gap, CFS has partnered with Safewill, one of Australia’s leading online Will‑writing platforms. This partnership allows advisers to offer clients an easy, accessible way to create a legally valid Will, as part of their broader financial planning journey.
What this partnership offers your clients
Through the CFS partnership, clients can access:
- An Essential Will, for no additional cost (valued at $160), designed for straightforward circumstances.
- A discounted Customised Will for $199 (valued at $359), suited to more complex estates and needs.
- Safewill’s digital vault at no additional cost.
About Safewill
Safewill is a trusted Australian online Will‑writing platform used by more than 450,000 Australians since 2019.
Clients are guided through a structured digital experience that captures relevant information about their personal and financial circumstances. Based on this information, Safewill recommends the most appropriate Will option.
Importantly, every Will created through Safewill is reviewed by Safewill Legal, an affiliated Australian law firm, as an additional safeguard to help ensure the service has been used appropriately and relevant legal requirements are met.
How Safewill determines the right Will type
Safewill uses a proprietary needs‑assessment approach to identify estate planning complexity factors, such as asset structure, family circumstances and common risk indicators. Based on client responses and individual circumstances, the platform recommends either an Essential or Customised Will.
How to best utilise this partnership as an adviser
This partnership is designed as support for advisers who don’t already work with an estate planning or legal partner but can be used by any Adviser with clients using CFS. You may choose to use the Safewill benefit to:
- Start estate planning conversations with clients who don’t yet have a Will.
- Provide a simple, digital pathway for clients with straightforward needs.
- Offer a lower‑cost option for clients who prefer online services.
- Complement your existing professional networks by offering an additional, optional estate planning pathway.
How clients can access the Safewill benefit
The Safewill partnership is designed for FirstChoice members with simpler, more straightforward circumstances, offering an easy and cost‑effective way to take care of basic estate planning needs.
The offer is now live on FirstChoice for your clients to access via the CFS Mobile App or FNI portal:
1. Mobile App:
- Log in and navigate to “My CFS”
- Click “Start your Will”
2. FNI Portal:
- Log in and select “Start your Will” from the top banner
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Safewill Pty Ltd ABN 47 631 790 273, Authorised Representative Number 001318169) is a Corporate Authorised Representative of True Oak Investments Pty Ltd ABN 81 002 558 956, AFSL 238184. Any information about financial products and financial services available from or through Safewill Pty Ltd is general information only and does not take into account your personal objectives, financial situation or needs.
The information on this webpage has been prepared by AIL and/or CFSIL in partnership with Safewill Pty Ltd. While all care has been taken in preparing the information contained on this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client.