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Client Services
Financial Planning | Fixed Interest | Managed Funds | Superannuation | Insurance | Estate Planning | Margin Lending | SMSF

Estate Planning

Estate planning is one of those uncomfortable topics that many people neglect to organise because it is not high on their agenda and will hopefully be a long time off. However, not effectively planning for your inevitable passing can cause major headaches and problems for your loved ones at a time when they would least need the stress.

As part of the comprehensive financial planning process we discuss your current estate planning arrangements (if any) and the issues involved in effectively planning for the passing on of assets in the event of your death. Particularly important is your estate planning arrangements when you have a dependent family. By effective planning you can significantly ease the financial burden on your loved ones should you pass away.

Please contact us if you would like to speak to us about incorporating your estate planning requirements in your long term financial strategy.

If you'd like to learn more about estate planning, visit our education page.

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