Seeking professional advice

Estate planning can be very complex and the risks involved with trying to do it yourself can exceed the savings. You want to leave your family and loved ones with a legacy you want them to enjoy.

These are the reasons why you may need to obtain advice from both a financial planner and a qualified legal practitioner.

The Australian Securities and Investment Commission website: provides valuable information on financial planning and the importance of estate planning..

Getting the right advice could make a significant difference to how well your estate is managed and distributed after your death and could help to avoid lengthy turnarounds and legal challenges.

Make sure the legacy you leave is an enduring one.

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Myrtle Ridge Financial Services or Charter Financial Planning in any way. Note: Myrtle Ridge Financial Services and Charter Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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