Estate Planning
An effective estate plan means you can protect and support your family, and secure the wealth you have spent many years establishing.
This plan provides directions on how your wishes are to be carried out upon your death or time of incapacity.
Finextra Wealth can help walk you through a plan to secure your assets and finances for when you’re gone.
Once your objectives are documented, our lead adviser Heath can refer you to estate planning professionals to assist in drafting your Will, Powers of Attorney and other documents required to ensure your wishes are carried out.
Estate planning gives you peace of mind that your assets will go to the right place after you’re gone and saves your family from the stress of disputes over assets.
Contact us today on (02) 8705 5454 or complete the Life Survey below to get started.