Estate Planning

It’s ok, you know you need to do it, but it’s been in the Too Hard Basket for years right? You will get around to that Will, Power of Attorney or Advanced Health Care Directive at some stage… right?

Did you know that there’s also assets that aren’t traditionally covered by your average Will? Like maybe your home and superannuation assets.

We can help get you the right advice and those documents finalised, at last!
We’re also able to ensure your superannuation nominations are up to date, binding where necessary, your SMSF Will is reviewed and insurance nominations are in place.

We take a big picture approach and want to ensure that all your ducks are in a row.

After a lifetime of working hard and accumulating your wealth, you will want to know that it is distributed according to your wishes. Many women do not want to think about making a Will or estate planning, but knowing that your loved ones are taken care of after you die could be a great comfort.

Without adequate estate planning and a valid Will, you can expose your family and dependants to serious, unnecessary risks and burdens, such as your Will being contested after your death, your loved ones having to administer your estate, your wishes not being legally enforced and the chance that yourdependants will not be looked after as you had wished.

Head Office

Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226

Brisbane Office

Level 3, 1 Breakfast Creek Rd,
Newstead, QLD 4006

Contact Us

Phone:  07 5593 0855
Email: info@wealthplanningpartners.com.au

Office Hours:
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)

Registration

FSP Group Pty Ltd,
Level 3, 30 Hickson Road,
Millers Point NSW 2000. Australia
www.financialservicespartners.com.au

AFSL No. 237590
ASIC# 290999 / ABN# 15 089 512 587

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