Narre Warren | Traralgon | Melbourne CBD (03) 8782 3768

Estate planning

estate planning

Why work so hard, earn all that money – and then not have your hard earned money go where it is supposed to?

We work with solicitors to ensure that your estate is distributed in the most tax effective manner and in line with your goals. Where possible we’ll put measures in place to ensure your assets are protected.

In addition to this we also ensure that your life insurance and Superannuation beneficiaries marry up with your estate plan ensuring that you don’t create a mess for your children or family in the event you were to pass.

We work with you on issues of estate equalisation and asset distribution.

This is the final step of any comprehensive financial plan.

“I want to leave my children enough that they feel they can do anything, but not so much that they do nothing.”  Warren Buffet

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