FINANCIAL PLANNING PERTH
WORKING TOGETHER
Estate Planning
Did you know that if you pass away without a will, your assets may not automatically go to your partner?
While it’s uncomfortable to think about it, in accumulating wealth it’s also vitally important that we help our clients to protect their wealth, in the event of illness or passing of yourself or a loved one.
Estate and Succession Planning is about developing a strategy to ensure your assets will be transferred to your intended beneficiaries and accordingly to your wishes.
An effective Estate Plan will protect your assets, minimise the tax implications and preserve your legacy after you die without placing additional pressure on the ones you love.
HOW WE HELP
Perth Estate Planning Advice
We work alongside Perth’s top lawyers to ensure that your estate planning is in order.
We also cover important options for taxation and estate equalisation among other crucial details in estate planning.
“Hands down the most knowledgeable and caring advisory business that I have ever dealt with. Daniel is a kind and understanding gentleman with heaps of compassion..Always great advice with your best interests at heart..Thank you Daniel Gerson!“
– Wayne Curtis
PLANNING FOR YOUR FINANCIAL GOALS?
Book a complimentary discovery session and start creating your financial roadmap.