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
- Wills including Testamentary Trusts
- Powers of Attorney
- Superannuation Death Benefit Nominations
- Binding Financial Agreements
- Tax effective multi-generational wealth transfer