Passing on your Legacy
Without proper estate planning, you risk the tax man taking much of your hard earned cash!
You can minimise liabilities, and maximise what your loved ones inherit with professional estate planning advice from Prosper and Grow Financial Services.*
Areas to consider may include Wills, Superannuation, Testamentary Trusts, Enduring Power of Attorney/Guardianships, which we can help explain how they work and whether they are applicable for your situation (we are not solicitors and you do need to seek the advice of a legal practitioner - we can project manage this process and have a strategic partner in place to facilitate and provide expert advice).
* Please note: Your Power of Attorney and Will must be drawn up by a solicitor.
Prosper and Grow provides you with comprehensive estate planning considerations only.
Disclaimer: Prosper and Grow Financial Services Pty Ltd, is not responsible for any of the advice given by the above mentioned solicitor.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.