Estate Planning

Estate planning is more than just making a will. Let the team at MBA Financial Strategists help you understand the process and give you peace of mind

 

Are you concerned about who will receive your assets and how these will be distributed should you or your partner die?

Estate planning is often equated to just making a will, however this isn’t the only component that we consider when we walk you through the process. We help you understand the process and make decisions about what will happen to your estate should you or your partner die. We help youto ensure that the will you have in place accurately reflects you and your family.

It’s important to make strategic decisions while you are still capable and we talk through any major life events that have happened since you last reviewed your will to ensure that it is up to date.

Changes in financial situation, acquisition of assets, purchases of property or the birth of a child all affect your estate and Will and we review these in order to develop your own estate plan. We clarify how the tax process works and who manages this for you.

We also ensure that your plan is kept up to date through an ongoing review process.

Find out more about how to create an estate plan by getting in touch with our team today.

Our Services

Get In Touch




​Your privacy is important to us and AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licensee and Australian Credit Licensee No. 232706, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 8357 3999 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.