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Lifestyle Financial Services Lifestyle Financial Services
  • Home
  • About
    • About Lifestyle
    • Our Team
    • Client Testimonials
    • History
  • Services
    • Personal Financial Advice
      • Start work
      • Saving for a house
      • Wealth Creation & Investments
      • Wealth Protection
      • Planning for retirement
      • Enjoying retirement
      • Estate Planning
    • Mortgage Advice
    • Employer Services
      • Superannuation review,
        benchmarking and tender services
      • Group insurance benefits
      • Financial wellbeing at your workplace
    • Employee Services
      • Personal Financial Advice
      • Super Hub
  • News and Resources
    • News
    • Calculators
  • Financial Knowledge Centre
  • 1300 349 188

Estate Planning

You work hard to build your savings and investments, set up a plan that protects you if you are medically unable manage your affairs or safeguard your legacy and loved ones when you are not here

Estate planning is all about giving you proper control of your assets, making sure that the right amount of money and assets go to the right person(s) at the right time. It is about wealth preservation and succession.

You work hard to build your savings, investment and superannuation having an effective estate plan is really important as it will give you the peace of mind that your personal affairs and assets are handled when you are incapacited or pass away.

It is widely known that more than 75% of Australians do not have a current will. Why is a will important? We all have assets of some form and a will instructs your executor to distribute these assets, your “estate”, in accordance with your wishes, avoiding the scenario of any ”fighting” for them after you have passed away.

There are a number of things to consider:

  • What assets form part of your estate
  • Who is an eligible beneficiary
  • Do you want to restrict how assets are distributed and when
  • How to structure your estate with tax in mind.

Estate planning is complex and as your circumstances change it’s important to review your position to ensure it is still relevant and that you have considered the options available to manage the family and tax situation.

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At Lifestyle, we believe it is important that you have enough information, that you feel financially educated, secure and empowered to make informed decisions. It’s your money, you have worked hard for it, and you want it to work hard for you. The best time to take control is now!

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Suite 4.01, 9 Help Street, Chatswood, NSW, 2067
1300 349 188
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Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).

Domane Mortgages Pty Ltd ACN 617 179 156 | Australian Credit Licence registered under Australian Finance Group ACL No. 389087 ABN 555 617 179 156
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