(08) 6258 5610 consultant@aataxandfinance.com.au

Intergenerational Planning

It’s true when they say ‘two heads are better than one’. It is amazing what can be achieved when the family get behind one another to solve a family issue (and no, it’s not about trying to light up a Sunday barbeque!).

The keyword though, is still ‘to get behind one another’. If ‘getting behind one another’ is something that the family can really commit too, there are practically many more solutions that can be offered to solve just about any financial issue a family can have.

Besides, the trend it seems that lesser and lesser will be offered by the government to help the family into the future. And if you cannot rely on the government to help its people, who’s got your family’s back, but you and each other?

‘Family is the most important thing in the world..’

Princess Diana

Estate Planning

Planning for your estate early is often overlooked, as most people do not want to think or talk about the worst-case scenario. In fact, estate planning is all about setting up the best arrangement for you or your loved ones, in case those unfortunate events ever happen. For some, estate planning is also a way to leave a legacy for a worthy cause or make a substantial contribution back to the society.

Your financial adviser is one of the very few people who really understand where you are in life and your financial situation. So who else is best to help you formulate your estate plan, but your financial adviser?

At AA Financial Planning, we care about you and your family’s wellbeing. And we recognise that estate planning is one of the most crucial components of financial planning. We are supported by a legal team, and we can help you create or review your estate plans such as Wills, Testamentary Trusts and Powers of Attorney.

‘At its best, life is completely unpredictable..’

Christopher Walken