If you're like many Australians, you probably haven't planned for what happens if you unexpectedly die or become permanently ill or disabled.
Think about it. How will debts be paid? What will happen to your ageing parents, your dependent children and your animals? What about your property, superannuation and money held in banks, trusts and other investments? Granting Power of Attorney and having a will are important, but other things need to be considered, especially if you provide your family's main income or you own a business.
If you haven't accounted for everything, and made it clear who gets what and when, then it could take time to settle your estate. It could mean unexpected issues for your family or business partners. And it could cause trouble between loved ones. You don't want time delays to hold up access to your money, or the wrong people to benefit from your estate.
You want to be confident that decisions about your estate are in your hands?
And that's why we have made available a unique and free of charge online diagnostic tool for you to use called The Estate Planner(1)• It takes less than 15 minutes of your time and asks you a series of important questions about your situation which you answer with a simple point-and-click.
When you have completed the questionnaire, you will receive a report that will provide a checklist and action plan that will include valuable suggestions and practical steps to put your estate plans in order.
We will also receive a copy of the report so if you want to discuss your options or take any of the suggested actions, we can help with a number of cost-effective solutions.
Please be assured that your information will only be shared with others if it's needed for your plan, and then only with your permission.
To get your report click here -
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GET IN TOUCH
If you would like to have a chat with one of our qualified and experienced advisers, please click on their link below:
Bill has been in the financial services industry since 1981 and has been practicing as a fully qualified Financial Planner since 1997. Bill speaks "Superannuation" fluently and enjoys helping people understand what they have and what options best suit them.
Bill is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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Gina has over 20 years’ experience in the financial services industry. Specialising in pre- and post-retirement planning, Gina enjoys working with clients to understand their financial objectives now and in the future.
Gina is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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With an understanding built from his own experience of what is required to stay financially afloat during unforgiving times, an ability to explain the need for strategic future planning with the use of a postal stamp, and a penchant for cutting through unnecessary jargon, Karl aims to provide clients with a wealth management service that puts their financial goals within reach.
Karl is authorised to provide advice on the financial strategies and products stated in this Financial Services Guide.
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