- Will your wealth be passed on to those you want it to go to in the most tax efficient way?
- Do you have a blended or extended family that complicates your estate planing needs?
- Do you know the frequent estate planning pitfalls and mistakes that should avoid?
- Will your professional advisors (your lawyer, accountant & financial planner) work well together in your best interests?
Quantum Financial’s independent financial planners can guide you confidently through the complicated estate planing process. As qualified financial planners, accountants, tax experts, lawyers and SMSF experts, Quantum Financial planners can work seamlessly with your existing legal and accounting advisors.