Our Services
- Financial Advice
- Super & SMSF
- Retirement Planning
- Home Loans
- Wealth Creation
- Insurance Protection
- Estate Planning
- Budgeting & Managing Debt
- Tax Minimisation
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SERVICE
Estate Planning
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