Estate Plan

Don’t Leave it to the Last Minute

Protecting your family and their future means you need to make plans  for your financial future.
If you have never heard of an Estate Plan,  chances are you have not taken the simple but  important steps to put your financial affairs in order.Hourglass


An Estate Plan should consider:

· Wills and Testamentary Trusts
· Insurance Policies
· Enduring Powers of Attorney
· Company and Trust Assets
· Tax Implications
· Superannuation Assets


Don’t leave it to the last minute, an Estate plan may be relatively simple
but often overlooked, and is an essential part of any future plan.



Yellow Retirement Plan Name Colour     Green Investment Plan Name  colour     Purple Income Plan Name Colour

Red Protection Plan Name Colour     Light Blue Debt Plan Name Colour                     Blue Estate Plan Name Colour

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Contact us for Help to design your Estate Plan

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