Estate planning

This area of financial advice is the most important but the most neglected as most people don’t like to think about the Heavens- but unfortunately this will happen at some time!

 

Without some thought or implementation of your estate planning needs your family is usually left to sort out any mess left behind, usually under emotional and financial stress from your passing.

 

Having your Estate plan in place allows you to manage your assets from the heavens and provide some comfort before you leave this earth.

Estate planning is not only about having a will but the appropriate structures in place to create the outcome you want to happen, ie. business owners need to consider their business assets that may not form part of their personal estate assets.

 

At CDN Financial Services we can help you create and implement the financial outcomes you wish for your loved ones.

 

Contact us to organise an obligation free first appointment to explore the opportunities available to you.

Phone: (08) 9274 0690
Email: info@cdnfinancial.com.au

Colin de la Nougerede and Colwen (WA) Holdings Pty Ltd ATF Del Family Trust t/a CDN Financial Services are Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748.