Creating an estate plan, means your children or other loved ones won’t be burdened with making tough decisions on your behalf. At iFinancial, we regard estate planning as family wealth management and protection. We manage succession strategies for wealth down the line and focus on what’s important to you – your family.
In arranging your affairs, it’s fundamental to plan your estate to ensure your assets are inherited by the people you intend, and that they attract as little tax as possible
The iFinancial estate planning process
Identify and prioritise the objectives of your estate
Work through any sensitive issues surrounding family
Asses your circumstances and available options
Develop a strategy and formulate your estate plan
Take advantage of our ongoing review service and adjust your plan as required
Call our office for a confidential, no-obligation discussion with an experienced advisor. Phone 1300 881 475 or visit one of our office locations listed here.
Suite 2/29 Clareville Avenue, Sandringham NSW
Level 1/58 Pitt Street, Sydney NSW
1st Floor, Savings House, Suite 4/8 Petrie Plaza, Canberra ACT
Financial Planning Avenue Pty Ltd t/as iFinancial Intelligent Solutions are authorised representatives (304864) of Consultum Financial Advisers Pty Ltd, a member of the IOOF Holdings Limited Group of companies, ABN 65 006 373 995, Australian Financial Services Licence Number 230323 (“Consultum”) of Level 6, 161 Collins Street, Melbourne VIC 3000.
* Please note the products and services offered by iFinancial Mortgages is not authorised by Consultum Financial Advisers and Consultum Financial Advisers is not responsible for the advice/service provided by iFinancial Mortgages.