From estate planning to asset protection, you can rely on our Adelaide specialists to look after your family’s financial future.
Most of us don’t enjoy talking about things like wills and assets, but estate planning and asset protection should be as integral to your financial plan as taxation and superannuation is.
What is Estate Planning?
Estate Planning is the act of putting a plan in place so that your assets and estate are properly looked after when you die. It ensures your family is taken care of and that your hard-earned assets – like your property, savings, superannuation and any business you own – end up in the right hands at the right time.
What’s involved in Estate Planning?
Estate planning is more than just making a will. We’ll help you:
- Prepare a legally binding will
- Understand superannuation considerations
- Set up a Binding Death Benefit nomination for your super
- Understand life insurance options outside of super
- Manage tax consequences
- Nominate and create a Power of Attorney (POA)
What is asset protection?
Asset protection is the use of smart, legal strategies to protect your personal and business assets from creditor claims. In other words, it’s about protecting your wealth from anyone or anything that can take your money.
When reviewing your asset protection strategies, we’ll help you to:
- Protect your asset
- Protect your income
- Protect your wealth
- Protect your legacy
Why is asset protection important?
Life may be going along swimmingly but you need to fortify your assets to protect you against the unexpected. Without asset protection, everything you’ve worked so hard for – your house, your business – can be lost in a heartbeat. Asset protection isn’t costly and it’s a small price to pay compared to the hefty fines you’ll face if you’re hit by a lawsuit or creditor claim.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking into account your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Dulwich Group Financial Services Pty Ltd T/A Johnston Grocke ABN 80 165 839 163, Corporate Authorised Representative (ASIC 1240611) and its advisers are Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276
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Website: www.paragem.com.au | Tel: (02) 8036 6490