Estate Planning



Plan ahead for your family’s security.

Estate planning is more than just a will, it ensures your family’s well being and security after your death. An estate plan ensures your legacy is carried out according to your wishes, and your assets are distributed as you choose.

Our experienced Beyond Bank Wealth Management financial planners can help you with estate planning and ensure you and your family have real peace of mind.

We encourage our customers to build sustainable futures. That’s why we offer financial planning advice to ensure our customers prosper over the long term.
 

Peace of mind for your family.

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Straightforward estate planning

A good estate plan strategy should be detailed and straightforward, and it should give you real peace of mind.

You should ensure:

  • Your intended beneficiaries receive control and ownership of your assets in the way you intend
  • You minimise the impact of taxes on your estate and beneficiaries
  • Your estate is administered in a cost-efficient and timely manner
  • Assets are protected in the case of legal difficulties. This could include a divorce or bankruptcy.

It’s important to regularly review your estate planning. It’s especially important to review it for life-changing events such as:

  • Marriage, separation or divorce
  • The birth of a child
  • The death of a relative
  • Retirement

Estate planning is an important part of your overall financial plan.

Our experienced financial planners can help you with estate planning. Don’t leave it till it’s too late!

 

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Needing advice or assistance planning your financial future?

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Our personal insurance policies offer comprehensive protection in case of unfortunate events.

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.


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