Estate Planning & Financial Matters

A financial planner will help you understand

We cannot stress the importance of having all your financial matters updated regularly. Money is important, we work hard for it and because of this, it should be treated with some respect. As part of estate planning, financial planning is as important as obtaining good legal advice.

A financial planner will help you understand investment opportunities and the best way to protect your investment and shield it from unnecessary taxes and fees. They should be on top of recent superannuation regulation changes and may be able to help with insurances and other regulatory financial matters.

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They may be able to advise about:

Real Estate

Investments

Shares

Superannuation

Motor Vehicles

Life insurance

Debt Consolidation

Personal belongings

Find An Advisor You Can Trust

We advise that when you seek financial advice, to go in with your eyes open and remember that the financial advisor is offering their advice. You should always remain in control and take the advice that suits you. For this reason, it is important to find an advisor you can trust. We trust the team at Invest4life.

If you have someone you trust or if you have a story about financial planning to share, we’d love to hear about it. Please share your experience with us.

Other Resources

Medical Matters

If your body is letting the team down, it is good to know why and what options you have to keep going, comfortably. If you need to see a doctor it is worth being one step ahead.

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Funeral Matters

No one likes talking about funerals, but everyone eventually needs one. Find out why they are important and how to survive at a funeral, even if it’s your own.  

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Legal Matters

It is important to have your say, for the day when you no longer can.  Legal matters is about crystal clear communication because after you are gone, no one can ask you about what you need.

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