It’s a well-known saying that there are only two sure things in life – death and taxes; unfortunately not enough people plan for either, and nor do they understand how one impacts the other.
An estate plan is vital for your complete financial plan. Yet putting together a comprehensive estate plan requires careful thought and discussion, very often on topics people have never considered before.
Once in place, a properly formulated estate plan gives clarity and direction for those who will be left behind. It can provide security and comfort for those going through the impact of your loss. It ensures that your wishes will be met and the legacy you leave is protected for those for whom it is intended. You can review and update the plan easily as circumstances, relationships and other events throughout your life unfold.
THREE REASONS TO TALK TO US
Strategies for intergenerational wealth transfer
Structured for optimal tax effectiveness
Integrated solutions to protect your legacy
Areas of Expertise
Wills & Authorities
Trusts & Structuring
Asset Transfer Tax Planning
Business Succession Planning
Our Simple Process
goals & objectives
to identify plan
plan into statement of advice
plan by legal partner
regularly & adjust
About MEDICAL WEALTH Advisory
Strategy. Structure. Solution.
Medical Wealth Advisory is a specialised service, dedicated to helping medical professionals reach their financial goals and objectives through innovative financial strategies, structures and solutions. We are here to help you to achieve to financial flexibility now and financial freedom later.
We have a significant understanding of the Australian medical profession and the evolving health care industry. It’s this expertise that allows us to provide services tailored to cover all your financial needs.