Take advantage of Australia’s leading will-writing service, at no extra cost for CFS members.
Estate planning made simple for your clients
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 in years - often because they don't know where to start. This partnership gives you a simple way to start that conversation and demonstrate your value.
Two will options, one simple pathway
Through this partnership, FirstChoice members can access Safewill's:
Essential will
Designed for clients with straightforward circumstances and simpler estate planning needs.
Included at no additional cost (valued at $160).
Customised will
Suited to clients with more complex estates and personal needs.
Valued at $359 and discounted to $199.
Who’s it for?
This partnership is designed to support any adviser with clients using CFS, offering an easy and cost-effective way to take care of basic estate planning needs. No referrals, no complexity.
You may choose to use the Safewill benefit for:
- Clients with simpler estate planning needs.
- Clients who prefer a digital pathway or online services.
- Clients seeking a lower-cost option.
- Clients who want to get the basics sorted before engaging a solicitor.
How clients can access the Safewill benefit
Mobile app
Log in to the mobile app.
Tap My CFS, scroll down and select "Start your will".
Register with Safewill and follow the prompts.
Desktop (super and pension only)
Log in to FirstNet.
Select "Beneficiaries", scroll down and select "Start your will".
Register with Safewill and follow the prompts.
About Safewill
Trusted by thousands of Australians every month, Safewill is a leading online will-writing platform who have helped 450,000+ Australians secure their legacy by planning for their end-of-life.
Frequently asked questions
The Safewill partnership is available to FirstChoice members. Clients can access the benefit via the CFS app or their FirstNet online account.
Every will 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.
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.
We understand this is an extension of your service. The Safewill experience is designed to be a simple, guided digital journey. Clients access Safewill directly via the CFS app or FirstNet and are guided step-by-step through the will creation process. They complete a structured set of questions and are then recommended the most appropriate will option based on their needs. Every will is reviewed by Safewill Legal to help ensure it has been prepared correctly and meets legal requirements. Once reviewed, clients receive clear instructions on how to finalise - they'll need to print and sign with two witnesses to make it legally valid. Safewill will also store a digital copy in their account, making it easier to keep track of updates over time.
Great! Safewill is an additional optional estate planning pathway, not a replacement to your professional networks. Use it where it fits.
If they already have a will, they can use Safewill to update it at any time. Life changes, and their will should evolve too.
Once their new will is completed, printed, signed and witnessed, it automatically becomes legally valid document.
Safewill uses a privacy vault and Zero Trust security framework. Their information isn’t shared with CFS unless they give consent.
Ready to offer Safewill to your clients?
Leave your details below and we’ll connect you with the right person.
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Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
¹ The Digital Vault is included at no additional cost while the partnership between CFS and Safewill remains in place. If the partnership ceases in the future, continued access to the Digital Vault will be available subject to Safewill’s standard annual subscription fees.
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.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products.
Information on this webpage is current requirements and laws as at 25/05/2026. 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 CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. Information on this webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.