Passing on your estate
If your family circumstances are more complex and/or your estate is of higher value, you might wish to ensure greater benefits, security and flexibility for executors and beneficiaries with three potentially crucial benefits.
Control by blood relatives
Comprehensive Will has many other benefits, however it is complex and differs for each person and family due to personal circumstances.
Yes, superannuation can be very complicated.
Other Legal Documents
Financial & Medical Enduring Powers of Attorney
You can nominate who can make financial and personal decisions on your behalf, when you are not able to make them yourself.
This is nomination to make lifestyle, health and medical decisions for you when you are incapacitated.
Since 2002 we have entrusted our financial planning and that of a late parent to Katherine. Her knowledge is sound and her advice is un-pressured and tailored to our current and future needs. Our peace of mind has only grown as has our trust in Katherine. She is ethically beyond reproach.
Bev & Phil Gale
Your journey to financial freedom for you and your beneficiaries starts here
“the unfortunate thing is that
most people transfer assets too late”