CarltonCarltonGreensborough Mon - Fri 08:30-17:00 (03) 8566 7604 Mon - Fri 08:30-17:00 (03) 9432 1513
CarltonCarltonGreensborough Mon - Fri 08:30-17:00 (03) 8566 7604 Mon - Fri 08:30-17:00 (03) 9432 1513

Retirement & Estate Planning

We provide comprehensive advice in relation to superannuation arrangements and Centrelink benefits to give you comfort and assurance in the years leading to retirement, as well as the years in retirement. We also work with legal and accounting advisers on these matters including estate planning

Our estate planning expertise ensures all the people who are important to you are considered appropriately upon your death. You have worked hard and built your assets to provide for you and your family. It is unfortunate that many people don’t consider the most appropriate estate plan to protect these assets. Our advice is structured so that your estate is planned to protect the people you leave the legacy for in terms of tax, control, family and disputes.