When it comes to estate planning, a calculated forward-thinking approach is required to maximise results and assure your loved ones’ financial freedom in the future.
Key Considerations for estate planning
Estate planning encompasses areas beyond which family member or members will inherit your property and assets.
An estate plan is devised to decide who is going to manage your entire estate including assets and financial obligations in the future. We have various estate planning tools available to you to help with this task.
There are many important decisions to make when creating an estate plan. Our team of experts have the experience and expertise to help you every step of the way. From choosing the right estate planning documents, to understanding your tax obligations, we will guide you through the process and answer any questions you may have.
Plutus Financial Guidance are here to help
The Plutus Financial Guidance team, led by Vince Lam will help you build a tailored plan for the future of your finances.
Independent estate planning means that our practice operates without incentives or financial conflicts of interest. We ensure that your loved ones are guaranteed financial security, giving you and your family peace of mind.
We will help you create a comprehensive plan for your future estate which considers all necessary factors, tailored to your personal financial needs and situation. Other areas of focus that Plutus Financial Guidance can also help you with include trust planning, retirement and aged care financial advice, superannuation advice and more.
If you would like more information on how we can help you and your family with estate planning, please do not hesitate to get in contact us today.
Contact Your Local Financial Advisor
Connect with Vince, your trusted local Financial Retirement Advisor, who possesses the knowledge and experience to guide you through your life journey