What will happen to your assets when you are gone? Do you have any concerns about who could lay claim to your estate?
Who will make the important decisions if you are unable to?
Because we work closely with our clients and gain such a good understanding of their circumstances, we believe we’re best placed to help you answer these questions and get prepared.
Various studies suggest that less than half of Australians have a Will.
But there’s much more to estate planning than Wills, powers family, for example, realise they can achieve improved financial freedom and quality of life without having to work harder.
More often than not, many people just don’t know where their money is going – they assume they know, but the real picture is quite different. Have a think, for example, and try to calculate how much you spend each year on presents for family and friends. You might be quite shocked.
We have clients that range from $40,000 a year to $600,000 a year and the conversations we have with them is exactly the same.
If you’re not profitable at the end of the week, or month, then you aren’t able to pay your mortgage off sooner, or go on holidays, or put money away for a rainy day.
We can help you increase your savings, structure your bank accounts, use credits cards effectively, make the most of your assets, equity and much more. The best part is, our initial assessment won’t cost a thing and remember, we don’t charge based on your income and you can also draw on your superannuation for our services so that your current cash flow isn’t impacted.