Legacy 2017-12-22T16:53:27+00:00

Legacy

Why?

  • The right money, in the right hands, at the right time!
  • Don’t let the courts decide
  • Never assume your wishes are known or will be carried out unless they are formalised
  • Protect your family and ensure they are not further burdened at an already difficult time

Our Approach

Our approach is to work with you to create a lasting legacy. It’s not about possessions but also impressions. We will provide you with information on Wills, Enduring Power of Attorney and Guardianship and advise on any relevant tax and insurance implications. This may include liaison with your accountant and solicitor and/or referral to one of our specialist partners to formalise and execute your estate plan.

In the event of death, we can assist family members with insurance claims and steps involved in the division of the estate.

Our Philosophy

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WEALTHPARTNERS LEGACY PHILOSOPHY DOCUMENT

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