Cecil Grimmer The Speaker
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LegacyDo you have the right structure in order to pass on your assets to your nearest and dearest to best effect? Does your wealth comprise estate assets in excess of $500 000, or have complex business structures such as family trusts or Self Managed Super? Perhaps you require an effective income stream for your beneficiaries?

It is important to take an overview of your assets and consider how you would like them to be distributed after you die. Estate planning will help you take stock of your finances and assets. You will need to plan for a range of factors:

Your will
An executor
An enduring power of attorney
Family trusts
Guardianship
Beneficiaries
What happens to your insurance and super
Protection

We have the expertise to help you with all aspects of your legacy.


CONTACT US


Phone 1300 725 798