AFSL No: 238 644
ABN: 12 055 622 967
Ross D Stewart
One Of Western Australia's Most Awarded Insurance Advisors.
Business Succession
Business insurance cover and Personal Estate Planning.
What is Estate Planning?
In today’ s sophisticated Financial Services market, the one stop shop or sale is not really feasible and is indeed not always possible.
This statement is particularly true when one is presenting Estate Planning to a client.
You may, and often do, need between two and six interviews with a client before you can present a complete and meaningful program.
​Estate Planning is about Planning
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Existing and new investments with regard to taxation
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Investment returns
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Insuring to an acceptable level against catastrophe
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Setting in stone any legal documents need to provide for and protect dependants in accordance with the clients wishes
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Ensuring the transference of assets to those beneficiaries nominated without third party intervention.
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ESTATE PLANNING IS ABOUT ACHIEVING AND ENSURING CONTINUING PEACE OF MIND
BY CONTROLLING AND PLANNING FOR ALL THESE ELEMENTS OF YOUR ESTATE.
