Estate Planning

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Have you ever thought about what will happen to your assets once you passed away? What will happen to your life insurance lump sum payout, your house, your superannuation funds? You have worked hard for it, so you want to make sure upon your death it can go to the person.

Estate planning is an effective method to manage the overview of your assets, know how to organize them and who or how you would like to distribute them after you pass away.

Why do I need Estate Planning?

• Protect what you have: a way to help and take care of  your family.
• Keep your asset valuable: your asset, super and insurance balances will be given to your  nominated beneficiaries. 
• Understand your family and trust consideration: it can involve to your trust and consider who you would pass your assets to protect or keep.

Benefit for working with us

Our adviser can help guide so you can make the best decisions, whether it be for yourself, your family estate planning or inter-generational issues. When required, we can work with your legal representative or estate planning lawyer, or refer you to one, to help assist you to determine the strategies you need, how you can manage your assets, amount of cover you require and provide expert recommendations.