THE FINANCIAL ADVISORS PERTH

Call us today to book in your FREE 45min consultation with one of our expert financial advsiors! They’ll run through a complete overview of your finances with you. And then provide free expert advice, that is specifically tailored to you and your finances.

ESTATE PLANNING

No matter how well you live or how healthy your lifestyle, time catches up to us sooner or later.

For some, this is a source of trepidation and anxiety. For others, it is what makes them call up financial advisory services to perform estate planning.

Estate planning can be very emotional, but it is integral to leaving a lasting legacy for your family and other loved ones. There are complexities that the average person does not understand. Let us help you.

We have experts in financial planning, taxation, investment, and estate planning that can offer guidance. Our team has experience in this sort of task and can walk you through the process and paperwork. Let us cut down on most of the hassle so that you can focus on the important parts.

Our team will make sure to explain every detail and process, so you know what is being done on your behalf. With us, the wealth and assets you accumulated over a lifetime will be adequately handled.

Estate planning begins with strategy. We consider all of your personal assets and anything else. We factor in assets in places such as investment companies, discretionary trusts, and superannuation funds.

After we consolidate what is in the estate, we begin tax optimization. You wouldn’t want to hand over everything you worked for to your heirs, only to leave them burdened with taxation. Our goal here is to create long-term tax-effective vehicles for your beneficiaries.

Finally, we consider the forms of future death benefits so you can plan accordingly. You might want to adapt it, so it is an income stream setting loved ones up for life, or just throw someone a lump sum.

Don’t let all your work and wealth go to waste. Plan your estate and be prepared.

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