Estate Planning

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Are you confident with what will happen when you're gone?

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

How we can help you.

In conjunction with legal and accounting professionals we can help you with:
Ensuring your Will is current and properly drafted, granting Enduring Powers of Attorney, reviewing if a family trust is appropriate for your situation, identifying whether it is appropriate for you to have Testamentary Trust in place, finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries), reviewing your life insurance policies, ensuring your nominated beneficiaries are correct for your superannuation, gifting to charities, identifying the right structure to pass on the family business, dealing with capital losses and capital gains, dealing with family debts.

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We want to help our clients unlock their financial future.
Adem Becirevic - Founder & CEO

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Adem Becirevic Authorised Representative No. 244661 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 871
David Mitchell Yeates Authorised Representative No. 239539 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 87

General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information