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Estate Planning
Do you have a Will?
 
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Protecting your family and future

Estate planning seeks to achieve wealth preservation and transfer to your designated successors in accordance with your wishes. It involves a series of tasks to manage your asset base in the event of your incapacitation or death.

 

An estate plan ensures all measures are taken to protect your estate and provide for your families ongoing financial security. Through effective estate planning you can also ensure that ‘non-estate’ assets such as superannuation, life insurance, jointly owned assets and assets owned in trusts or companies are also dealt with according to your wishes.

 

We can assist you with:

• Wills

• Enduring Power of Attorneys

• Medical Power of Attorneys

• Testamentary Trusts

• Binding Nominations

 

If you would like further information or are in need of estate planning please contact us.

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Holistic financial solutions, tailored to your needs. Book a free initial consultation with an ActOn Wealth financial adviser.

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