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Wealth Protection

  • Working with our strategic network partners and your existing advisers, we can assist with:
  • Review your existing insurance policies
  • Review your existing estate planning documents including Wills and Powers of Attorney
  • Review your existing Superannuation Death Benefit Nominations
  • Analytically assess your personal insurance needs
  • Assess your key person and business succession planning needs
  • Assist to implement a comprehensive estate plan including
    1. Wills including Testamentary Trusts
    2. Powers of Attorney
    3. Superannuation Death Benefit Nominations
    4. Binding Financial Agreements
    5. Tax effective multi-generational wealth transfer