What our Clients Say About Us
"Very supportive. Advice succinct and accurate. Strategies appropriate and effective.
Personal engagement and sincerity
Very friendly, professional and always available
Action what they say they will. Extensive knowledge on services and support available
Contacted Paul – number from policy. Funds ongoing and life supportive."
Jennifer W, Canning Vale
"Very supportive. Advice succinct and accurate. Strategies appropriate and effective.
Personal engagement and sincerity
Very friendly, professional and always available
Action what they say they will. Extensive knowledge on services and support available
Contacted Paul – number from policy. Funds ongoing and life supportive."
Jennifer W, Canning Vale
"Very supportive. Advice succinct and accurate. Strategies appropriate and effective.
Personal engagement and sincerity
Very friendly, professional and always available
Action what they say they will. Extensive knowledge on services and support available
Contacted Paul – number from policy. Funds ongoing and life supportive."
Jennifer W, Canning Vale
Is it time to update your will?
Estate planning ensures that when we die, our assets can be passed promptly and tax-effectively to the people we love or the charities we support.
As life changes, your Will should be updated to reflect those changes.
Many events can trigger a need to review your Will, such as:
- Marriage or entering a de-facto relationship;
- Divorce;
- Changes in the family such as births and deaths;
- Adult children entering or leaving marriages or de-facto arrangements;
- Death of a person who plays a key part in the estate plan such as the executor.
Is it time to update your Will?