Ensure you have a say on how your assets are distributed
Estate planning is a topic that many people prefer to avoid. As a culture, we generally do not like to discuss the issue openly or proactively. You spend a lot of time in your life working to accumulate assets and therefore it makes sense to spend some time on your estate planning, to determine how you would like your assets be distributed when you die. Looking beyond a Will and Power of Attorney, there are a range of strategies we consider (often in consultation with your solicitor) to maximise estate benefits/minimise the risk of wealth falling in to the wrong hands.
Below is a chart indicating the benefits of having a Benchmark Financial Services adviser assist with your Estate Planning strategies.
I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
L. KULPA (Cheltenham)
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Alan Silver (Commercial Airline Pilot)
John Groenendijk (Southern Cross Hotel)
C. Carson (Nth Melbourne)
M. Chestney (Brighton)