Estate Planning

Estate planning is about giving yourself proper control of your assets and ensuring that they go into the right hands at the right time after your death. If done correctly, it gives you the peace of mind of controlling the distribution of your wealth. Unfortunately, no one knows what the future holds and it is important that you plan your estate to ensure that the money and other wealth you have accumulated goes to the people you intended.

Proper estate planning can work to maximise the amount that is passed to your chosen beneficiaries and minimise how much goes to unintended creditors, other beneficiaries and even the ATO. To ensure that this happens in your case, it is important to carefully analyse your personal situation and have a valid Will drafted.

When it comes to your Will and Power of Attorney, Goal Financial Services are not able to provide legal advice under Capstone’s Licence; however we will work closely with your solicitor or other personal legal representative.

Contact us today to find out more about how we can help you with Estate Planning.

Your Final Checklist
Download our free guide to learn more about the legacy, thoughts and memories you leave behind.

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Emotional Will
Download our free checklist to help you identify and check off the legal and emotional aspects of Estate Planning.

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Estate Planning Guide

Download our free eBook to learn more about how you can ensure the
transfer of your assets to your beneficiaries in line with your wishes.

Learn more about:

  1. Importance of estate planning
  2. Key components of estate planning
  3. Powers of attorney
  4. Superannuation
  5. and more.

To find out more about how Goal Financial Services can help you, contact us today

Goal Financial Services