Estate planning might not be something you’ve considered, it completely depends on your private circumstance and the degree of concern you have with how your wealth is passed on.
Looking to get
Our Estate Services include:
- Executor services
- Personal financial administration
- Enduring Power of Attorney
- Tax returns
We’ve outlined a few key points about estate planning and how we can help you.
What’s a power of attorney?
What about a family trust?
It is most useful where the business is generating income and experiencing growth. It involves setting up a trust with a nominated trustee, who has responsibility for distributing the estate to your nominated beneficiaries. It can also be used to protect assets from dependants’ creditors or if a dependant isn’t capable of managing money. If you’re interested in setting up a family trust, get in contact with us today to talk it though!
What does it mean to give guardianship?
What happens to Super?
If you are insuring through your superannuation, you need to understand the difference between binding and non-binding beneficiaries as well as some issues to be aware of. If you have insurance outside of superannuation, you can nominate anyone to be a beneficiary.
The best way to look after your family’s future is to ensure your will accurately reflects your intentions after you pass. To help get your estate in order, make an appointment today.
Ready to talk? Book an appointment today.
With our experience in finance and mortgage broking, our aim is to deliver the right strategy for your circumstances, and make the process as simple as possible.
Our Past Clients
“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”
“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”
“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”