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ESTATE PLANNING

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 of attorneys and superannuation beneficiaries.

It’s about your financial legacy and what you want to achieve should you pass away.

One area where estate planning can get very complicated is when it intersects with aged care planning.

If for example a couple have left everything to each other and one passes away, the other person would inherit all the assets, potentially lose Centrelink benefits and their aged care fees would likely soar.

This is just one example of how estate planning can be impacted by the need for additional support and care as people get older.

ESTATE PLANNING

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.

DO YOU NEED EXPERT ADVICE ON ESTATE PLANNING?

CONTACT US

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help guide them on the path to financial freedom.

TRUST

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

RESULTS

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help guide them on life’s biggest decisions.

TRUST

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

RESULTS

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

OTHER FINANCIAL SERVICES

We work with lots of clients who know they want to take steps towards wealth creation but don’t know where to start.

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It is imperative that people planning their retirement do some work to establish their cost of living and what other goals they have for retirement.

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Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy. Don’t leave it too late.

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Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning. Contact us today on 5777 3355.

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When we talk about debt, we predominately talk about setting up efficient ways to manage your mortgage. We help people weigh up the best way to borrow.

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At Fennell West, we hate putting people on a ‘budget’ – we prefer to talk to our clients about their cash flow and where their money has gone.

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Did you know that with the recent reforms to aged care, you may be up for $350,000 to enter an aged care facility, if and when the time comes?

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