Estate Planning

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.

Contact us today.

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: Suite 8, 61 Walters Drive, Osborne Park WA 6017

Australian Credit Licence No.387 164 | ABN 53 531 991 140
Michael Adair is Sub-Authorised Representative 224476 of Perth Finance Centre Financial Planning Pty Ltd, Corporate Authorised Representative of Alliance Wealth Pty Ltd 469971

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