Access to an adviser on an ongoing basis
Once a goal has been identified, document it with your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.
Your adviser will then monitor progress as part of your overall plan.
FIND AN ADVISER
It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.
Estate Planning incl. Legal Services
Protecting yourself, your family and your business is the cornerstone of any wealth creation strategy.
Asset protection (incorporating Estate Planning) involves the structuring of your personal, family and business affairs to minimise your risk exposure whilst providing a platform to build your wealth.
The objective of asset protection is to provide greater control over your assets for more considered outcomes in times of death, dispute or financial distress. A well-structured plan gives you peace of mind.