In the first of a two-part interview, Steward Wealth’s James Weir engages with John Collins, principal of Black Pearl Private Clients, to delve into the critical role of estate planning in securing one’s legacy.
With over 30 years of experience advising private business owners and high-net-worth families, John emphasises that estate planning encompasses much more than just drafting a will. He discusses the importance of strategic decisions that protect assets, provide clarity for beneficiaries, and ensure intentions are carried out—especially in complex family or financial situations.
John’s extensive background includes senior roles at Macquarie Bank Limited, where he served in Macquarie Private Bank and Macquarie Business Investment Services, and prior experience in the Tax Division of an international Chartered Accounting practice. His qualifications include a Bachelor of Commerce (Honours) from the University of Melbourne, Chartered Accountant, Certified Financial Planner, and Licensed Real Estate Agent in both Victoria and New South Wales.
This interview offers valuable insights for individuals and families seeking to understand the complexities of estate planning and the benefits of integrating it into broader wealth strategies.