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Estate Planning

It is all too easy to focus on accumulating wealth, but often we forget about the importance of planning for the transfer of wealth to our children or grandchildren when we are gone.

Your Bridges Financial Planner can show you how to preserve and manage assets when transferring them across generations through estate planning.

The Importance of a valid Will

A valid Will may be fundamental, but there is so much more to consider if you want to be sure that your intentions are fully carried out after you’ve gone.

A solicitor can certainly draft a Will in accordance with your wishes. However, they may not be able to advise you on how your assets can be most tax-effectively distributed. This is where a financial planner can assist you.

Would you like free financial advice?

Complete our Online Financial Enquiry Form The Mutual Financial Planning

Questions?

If you have any questions, please contact us

Financial Planning advice issued by Bridges Financial Services Pty Ltd (Bridges) AFSL 240837. This website contains general advice only and doesn't take into account what you currently have, want and need for your personal circumstances. It is important for you to consider these matters and read the Financial Services Guide (which is available from Bridges) before you acquire a financial product.