• My Legacy

    My Legacy

    May your choices reflect your hopes, not your fears (Nelson Mandela)

My Legacy

How can you make sure that your assets are passed on to your loved ones according to your wishes in the event of your passing?

An effective estate plan will consider a tax effective Will to protect your estate and the interests of you beneficiaries in the event of your passing. It’s also important to consider a Power of Attorneys in your Estate Plan in the event you need to appoint someone legally to make decisions, sign documents and act on your behalf on various matters such as financial, lifestyle and medical matters.

There are many complexities in managing your estate. For example, you may not be aware that your Superannuation generally does not form part of your Will. Which is why it’s important to consider a binding death nomination.

Do you have control of your Estate?

Contact us today for a complimentary and without obligation initial consultation to discuss how you can set a plan to protect your legacy.

LFS Advice Solutions

Life is Better With A Plan

337 Ascot Vale Road
Moonee Ponds Victoria 3000

Phone: 03 9278 5777
Fax: 03 9278 5799

clientservices@lfsadvice.com.au

PFG Global Pty Ltd

PFG Global Pty Ltd as trustee for PFG Financial Services Trust (ACN 161 691 103) trading as LFS Advice Solutions and LFS Lending authorised representative and credit representative of AMP Financial Planning Pty Ltd. Australian Financial Services Licensee and Australian Credit License 232 706

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