Estate Planning

Estate planning is often overlooked or dismissed, but is critical to ensuring your financial house is in order. A proper estate plan extends beyond simply having a Will in place, and should consider all aspects of your circumstances, both personal and financial, in the event that you pass away or are no longer capable of making rational decisions.

A proper estate plan will ensure your financial assets pass on to your beneficiaries in accordance with your wishes, maximise the after-tax benefit that your beneficiaries will receive, and provide asset protection to your beneficiaries if required. Furthermore, your non-financial wishes will also be catered for.

Australian Financial Services Licensee: Custodian Financial Group Pty Ltd

License Number: 465524, ABN: 92 139 279 306