Estate Planning
Estate Planning is very important, as we are all going to die one day.
A Financial Adviser can’t write your will, draw up your Powers of Attorney or Testamentary Trusts. You would need to seek the expertise of a Legal Professional.
Did you know not all assets are estate assets? There are some investments that can be left to individuals, which won’t form part of your estate. You may wish to leave money to grand children or a family member or friend, that is separate from your other assets.
If you have a superannuation or pension fund, have you nominated a beneficiary or beneficiaries and do you understand what this means?
When you leave assets to others, there may be tax consequences to consider.
Need help?
Do you need financial advice, don’t know where to start?
Asking for help can be a hard thing to do for most people. There is no charge for your initial meeting, as it is an opportunity to determine, what it is you need help with.
It is also completely confidential.
Click below to contact us.