If you are one of a significant number of Australians without a legal will and Personal Succession Plan, take heed.
Without your will there is no guarantee your loved ones will be provided for when you die. In fact, your treasured possessions could be left to your legal next of kin or even become government property.
The consequence of dying without a legal will or effective Personal Succession Plan can create significant dramas for family members. This time is difficult enough and further grief can be avoided when engaging the services of experts.
Our Personal Succession Planning specialist, Janusz Mazurek, can guide you through the many issues faced in preparing wills, powers of attorney and other Personal Succession Planning matters.
Personal Succession Planning is about assisting you while you are alive so that in the event of your death assets will transfer to:
The people intended to benefit;
Effective asset protection and Personal Succession Planning ensures that the appropriate assets are with the appropriate people at the appropriate time.
Put simply, it answers the following questions:
Importantly, Personal Succession Planning requires consideration of every asset you own and every investment you make, when your financial plan is prepared and each time it is reviewed.
Janusz and the team at Wealth Management Partners will guide you through a simple and defined process and implement an advice strategy to protect your lifestyle and Personal Succession Plan objectives.
We will work with you to understand:
From this we will provide a documented assessment of your Personal Succession Planning objectives and an action plan explaining what needs to be done and what the next steps will cost.
There are two separate roles we perform to ensure your plan is implemented and more importantly that it works.
We will liaise with, brief and co-ordinate:
We will ensure that each of these parties are working with the right information to meet your specific requirements.
From this you will receive a fully implemented advice strategy which protects your earning capacity and helps to ensure you are able to meet your lifestyle and Personal Succession Plan objectives.
129 Melville Pde, Como
PO Box 1408, South Perth WA 6951
P 08 9368 6030
F 08 9368 5798
If you would like any further information with regard to Personal Succession Planning please contact our specialist, Janusz Mazurek on (08) 9368 6030 or email email@example.com
Janusz Mazurek and Wealth Management Partners Pty Ltd ABN 74 103 533 455 are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning, an Australian Financial Services Licensee which has its registered office at 105-153 Miller Street, North Sydney NSW 2060 and a member of the National Australia group of companies.