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Have you set up current Wills and Power of Attorney documents with your solicitor
Estate Planning Advice
Our Services
Estate Planning Advice Melbourne
Planning how you would like your affairs to be managed when you become incapable, how you would like your assets to be transferred when you pass away and how to minimise any tax liabilities are all components of effective Estate Planning.
At Progressive Financial Solutions, we will highlight the importance of prudent estate planning. We will help you seek professional advice and the services of a solicitor to set up Wills to ensure that your assets are distributed as per your wishes and that if you are unable to make decisions, you have someone you trust managing your affairs.
We also help you articulate your further estate planning wishes and use our expertise to help you achieve further estate planning goals, such as
- Minimising superannuation tax paid by non-dependant beneficiaries when you pass away.
- Nominating beneficiaries for your superannuation and pension funds.
- Investment Advice within a Family Trust.
- Intergenerational Advice
Thinking About Estate Planning?
When you begin to think about retirement, you may begin to consider the endless financial possibilities.
While a solicitor can take care of the legal aspects of your will, at Progressive Financial Solutions, we look at your total financial picture and help you with a broad range of issues such as funding and protecting your estate, minimising tax and intergenerational advice
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As superannuation does not form apart of your Will, have you considered beneficiaries for your superannuation or pension funds.
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If you have a large, financially complex asset base, your estate planning needs may also include establishing some form of testamentary trust or asset management structure to help ensure your assets are passed on smoothly and tax-effectively.
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Consideration of Intergenerational Financial Advice to help with the smooth transition of your assets
Start Planning Now
Our initial consultations are complimentary, and in your first meeting with us, we gain an understanding of you, your personal and financial position and unique goals and objectives. We also encourage you to ask us questions, about our company and culture, to ensure we are the right financial partner for you.
Get in touch
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