Estate Planning

Want to feel comfortable in retirement or have enough cash to weather any storm? Our aim is to provide you information on how to build and protect your wealth.

Most of us think about estate planning as, well, something we don’t want to think about. But while you might think of estate planning in terms of what happens to your assets when you are no longer on the planet, our expert Estate Planning and Tax Minimisation Team use it to give you information to help you make a decision in planning for your financially independent retirement and how to ensure you protect your wealth along the way.

Well here’s a not so tough question…..do you want to retire on the perhaps soon to be non-existent government pension (picture yourself living on less than $100 a week) or be free to choose where and how you retire (picture you and your spouse cruising the world)? It’s a no brainer isn’t it? Yet 90% of Australians have no set plan on how to retire financially independently.

The A Firm’s Estate and succession planning meetings aim to ensure that you have a written plan for wealth building, asset protection and retirement in style. It’s all about planning to have enough funds for all the things you want to do with them.

Our focus here at The A Firm Financial Solutions Group is to find out from you what you want your estate to look like over the next 5, 10, 15 or 20 years. It’s never too early to plan especially when over 83% of Australians won’t have enough to retire on in comfort. The A Firm wants to challenge those statistics by offering their clients a full program of assistance in all these important areas.

There are great benefits to having an Estate or Tax Minisation Plan:

• Make your retirement more comfortable
• Protect Assets for future generations
• Reduce Probate fees and taxes
• Create A legacy
• Wealth Protection and Life Insurance Information • Leaving Assets to your spouse
• Protect against lawsuits and divorce
• Avoid Probate
• Estate Planning
• Estate plans often include a ‘no contest’ provision
• Gifting assets to your beneficiaries, to a charity or into a trust

Don’t be like the old woman in a shoe, having to live your retirement in uncomfortable surroundings. By planning now you can ensure you and your loved ones end up in that luxurious golf course home, or that yacht cruising to those exotic faraway places you’ve always dreamed of. It can be done and is being done by our clients already.

Take control of your future NOW and Call our team to make an appointment with our top specialists to plan for that bright retirement that is rightfully yours.

The information provided in these meetings is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to your objectives, financial situation and needs.

Estate Planning

Meet Our Strategic Director

Annette Bedford

“I see it as a great privilege to help our clients build their business and assets whilst enjoying a balance lifestyle. I am so passionate about leading them, educating them and nurturing their growth, helping steer their ship in the right direction``

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