Tel: 08 9370 3887   |   08 9272 7272   |   08 9371 9388
BUSINESS ESTATE PLANNING
Our firm can arrange for financial planning advice and associated financial services through our alliances with Australian Unity, Millennium 3 Financial Services Pty Ltd.

We can advise you on how to arrange your financial affairs to ensure there is an efficient and tax effective distribution of your estate after your death. We can help you to properly fund your estate and show you strategies which can save tax for your beneficiaries and minimise the chance of your Will being challenged. We can also advise you on how to protect your estate from being eroded by your beneficiaries being subject to litigation, bankruptcy or divorce.