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Estate Planning

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just as simple as preparing a will – although a will is a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.

We can assist you in some of these areas and can refer you to a specialist solicitor for more specialised legal advice.  Estate planning is an integral part of holistic financial planning, to ensure that your affairs are handled as per your wishes in an effective manner, both now and in the future.

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Money can’t buy happiness, even in retirement. There is so much more to retirement planning than aiming for a particular super balance. It's a lifestyle plan and you need to start thinking about it.
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