ESTATE PLANNING ADVICE

We’ve all heard the horror stories about Wills being challenged and monies being paid to people who don’t deserve it. And, while your own situation may be much more mundane, why would you leave your financial legacy to chance – or even worse – the government to decide how to split it up?

The good news is that our Award-winning financial advisers can help you design an Estate Plan that is specifically designed just for you.  And, we work with a number of leading WA law firms to make the process simple and straightforward.

What do we plan for?

  • Financial support for your family and beneficiaries, to provide the legacy that you desire.
  • Powers of Attorney, Guardianship and Advanced Health Directives so your wishes are always recorded and respected.
  • Wealth Accumulation for lifestyle needs and retirement.
  • Asset protection structured against business and family risks.
  • Asset Distribution strategies coordinating business, company, partnership and trust assets, superannuation, life insurance and personal assets.

The Award-winning financial planners at ipac Western Australia are real people, and we start with understanding the story of your life. Once we agree on the ‘why’ of our plan, we can design the ‘how’.

Contact us today to get the best financial advice in Perth on Estate Planning.