Our Financial Advisers can develop a tax-effective estate planning strategies to suit your unique circumstances.
Working with your solicitor, they will ensure;
- you have an enduring power of attorney
- your will is up-to-date and tax efficient
- an executor has been appointed
They will also review other taxation and estate-planning issues, prepaid funerals and testamentary discretionary trusts.
We are available 7 days a week, and can meet you in the comfort of your own home or office. Alternatively, visit us at our centrally located office by appointment: Unit 1, 103 Garling Street, O’Connor WA 6163