Estate Planning

Estate Planning

Effective estate planning helps to ensure that your assets go to the people you intend them to, and minimises any tax that may be payable on distribution of your estate. As part of the advice process we look to educate our clients on how their assets will be treated once they pass. It is important to consider the different treatment of superannuation and any possible insurance payment that may be payable to your beneficiaries. As part of our process we can make sure that your estate planning needs are considered when formulating your financial plans. To find out more please click on the “book a free consult” link for a no obligation discussion.

To find out more please contact us for a no obligation discussion.