Financial Advice, Tips and Insights

Our team share their proven tactics for approaching financial planning, superannuation, investments, SMSFs, accounting, tax and wealth creation.

Wealth Succession & Estate Planning

In relation to Financial Planning - it is important to consider 3 different areas; -Wealth Creation -Wealth Protection and, -Wealth Succession. The last topic relates to physically ensuring that all of your assets of value get to the people you intend to have them. You may think that if you have a personal Will that this will cover everything you own, however Mark Maddern discusses why you should review your Estate and Succession Plans to ensure this is actually legal and binding for ALL of your assets. If you would like to visit us for an obligation free consultation, please call our office on +61 03 9999 7200 or via