Estate Planning

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A common misconception is that an estate will automatically pass to a spouse or family on death. Without an appropriate record of how you intend to distribute your assets, there is the risk that intended beneficiaries, may receive little, or none, of your estate.

No one likes to think about their own mortality; however Estate Planning is one of your most important financial obligations. It is about achieving peace of mind and financial security in your lifetime and maximising your inter-generational wealth in line with your wishes. We believe that the wealth that you work a lifetime to create should be protected. For this reason, we offer Estate Planning strategies to provide our clients with the comfort and peace of mind given an unfortunate event

Most people haven’t made even a simple will, to say nothing of a more comprehensive plan to avoid probate or save on estate taxes. Yet ignoring the inevitable can have dire consequences that can end up being very expensive and even result in irrevocable rifts among family members.

If you haven’t started yet, it’s not too late to begin your estate planning.

Momentum can guide you through the process to ensure that your assets and business interests are sufficiently protected and managed in the event of your death.

Testimonials

"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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