Estate Planning

Estate Planning
Planning For Your Loved Ones

Estate Planning
Planning For Your Loved Ones

Estate Planning - Planning for your loved ones

Whilst Financial Planning and Retirement Planning are implemented to build, protect and preserve your wealth and lifestyle during your lifetime. Proper Estate Planning ensures that the assets and lifestyle you have built up will be transferred, according to your wishes, to beneficiaries in an effective manner. Estate Planning is more than just a Will. Considering estate planning early, you can ensure that:

  • All possible assets or financial resources will be taken into account including life insurance, superannuation and family trusts.
  • Your assets will be distributed legally to your preferences at right time.
  • Taxes and costs related to the transfer of assets are minimised.
  • The potential of complex legal or family disputes are avoided.
Estate Planning - Planning for your loved ones

How BRG Can Help With Your Estate Planning

When considering Estate Planning, people mostly think of a Will, Powers of Attorney or the nomination of superannuation beneficiaries. Although these are very important considerations for Estate Planning, there are still many more aspects that contribute to a well-considered estate plan. Professional Estate Planning advice from qualified Financial Advisor will ensure all considerations are attended too.

BRG financial advisors always start by understanding a client’s personal financial circumstances in order to offer a tailored Estate Plan so that the needs of clients and their beneficiaries are met.

All our client work is based on transparent Fee-For-Service basis. As a result, you only pay for the services you need, not for any product commissions or hidden fees. Exact cost will be outlined clearly within an engagement letter and no work will be undertaken until the signed and agreed to engagement letter is returned. You can rest assured that there are no nasty surprise or unexplained costs.

Things to think about when considering an Estate Plan may be:

Estate planning considerations

If you are thinking about taking the financial burden off your loved ones’ shoulders after you pass away, our financial advisors with more than 90 years of combined experience can tell you how.

Please contact us to arrange an appointment. Our offices are conveniently located in both Sydney and Wollongong. Online virtual meetings are also available if required.

MEET ONE OF OUR GUARDIANS!

Your first appointment with a BRG financial advisor is cost and obligation free.

MEET ONE OF OUR GUARDIANS!

Your first appointment with a BRG financial advisor is cost and obligation free.