ESTATE PLANNING
Begin with the end in mind is just one of our mantras.
Many Australians have outdated or even worse, no will at all. This is especially important to get right if you have a business or any kind of trust. Our specialist will determine your requirements and work with you and our legal partners to ensure your assets are protected and your instructions are carried out explicitly.
Discuss a Tailored Estate Plan
Contact us to discuss a tailored Estate Plan for you and your family.
As uncomfortable as the task might seem, Estate Planning is one of the necessities of life. Without an Estate Plan, you risk costly and unwanted emotional stress for your family and loved ones.
When it comes to estate planning, there are multiple factors to consider that go beyond the scope of preparing Wills and choosing a Power of Attorney. We will work with you to help ensure that your assets fall into the right hands, at the right time. Discussing personal matters can be overwhelming, especially when dealing with planning and determining the outcome of your Estate. We will take the time to assist you and make sure you’re comfortable with every step of the process.
Together with your accountants as your trusted Advisors, we will take care of your financial affairs, business structures and future aspirations. We will also drive your Estate Planning Strategy and coordinate the implementation with your other nominated advisors as required.
Our estate planning Services offer you continued support and begin with a meeting with you to discuss your circumstances and understand your ultimate objectives. We will then define your financial position and clarify with you what your expectations are and how you would like to proceed. Once we have solidified your anticipated outcome, the next step is to implement your Estate Plan so that your wishes can be eventually carried out.
We will then, on your behalf, engage with legal professionals to provide the required legal services.
OUR ESTATE PLANNING SERVICE INCLUDES:
- Identifying and clearly documenting your current assets and liabilities either directly or indirectly through various corporate structures
- Recording and directing how you want your Estate distributed
- Directing and working with appropriate legal advisors on how best to ensure your Estate is distributed in accordance with your wishes without being successfully challenged
An Award-winning finance brokerage with multiple finance solutions for Business Owners and Employees.
CLIENT TESTIMONIALS
The Mardent Group, like business bankers, only better
We are a company backed by over 25 years of experience and an unrivalled range of financial services to help you build wealth, reduce debt and achieve your dreams.
Contact us to discuss a tailored Estate Plan for you and your family.
