Financial Keys - A member firm of Genesys Wealth Advisers

 




Estate Planning

You have likely spent your working career building a legacy for you and your family. Poor estate planning can destroy not only what you’ve worked hard to build, but generational wealth as well.

While a basic Will and estate plan allows you to decide who will receive your assets upon your death, more considered wealth transfer planning may enable you to pass additional wealth to your descendants, protect inheritance from ending up in the wrong hands and minimise what can be a substantial tax burden for beneficiaries.

We have access to some of the best estate lawyers in Australia. Conversely we can also work with your existing lawyer, reducing your costs while maximising outcomes.

Not only will we help you construct a robust estate plan, we make it part of our job to remind you to review your plan amidst changes in tax law and other relevant considerations to ensure you are preserving your families’ wealth.

Whether it’s guiding you on an appropriate choice of estate lawyer for your needs, advising on the right type of trust for wealth transfer, ensuring that you have completed the appropriate nominations in your superannuation or identifying the intangible aspects worth considering, we apply a holistic approach to your estate planning to ensure that it matches your intentions.

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Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys Corporate
Authorised Representative of Financial Keys Advice Pty Ltd

ABN: 70 626 699 607 | AFSL: 509 930