How we can help?

Working with families and businesspeople who want to know that their hard-earned assets will end up in the right hands.

  • Strategy Development
  • Facilitation
  • Ongoing reviews
  • Estate administration assistance
  • Income stream management
  • Education (seminars, webinars, videos, blogs)
  • Advice
  • Mentoring

The first steps to protect your family and your assets

Does your will state that your assets are to be left to a spouse and/or children? What then happens to those assets if the recipient experiences a relationship breakdown or bankruptcy?

Does your existing estate plan take into consideration tax minimisation strategies? Will your grieving family be able to access tax-free income streams with this strategy?

Many Australians have intricate family arrangements that may include blended families, strained relationships, family members with special needs, complex trust structures etc. Some families are less complex but are simply unaware that the tax office will benefit from their poorly thought out ‘estate plan’. An Estate Planning Specialist can identify what can go wrong and highlight the actions required to ensure that you and your family achieve the desired outcome.

At AFAN, we are driven to achieving the very best outcomes for every individual and every unique circumstance.  We know that no two families are the same; that no two sets of financial affairs are the same.

So, while some find the notion of estate planning a little uncomfortable – facing one’s mortality – there really is no better thing you can do for your family.

The steps

Know what assets you have.

Make sure all the professionals are on the same page.

Consider all possible outcomes, the good, the bad and the ugly.

Take the first step.  Just get started.

Meet our Estate Planning Specialist

I work with families and business people who want to know that their hard-earned assets will end up in the right hands.

Craig and his team know the rules and systems to ensure you have a properly structured Estate Plan. 

“We believe in open and honest communication & we take the time to properly understand your circumstances.  This experience ensures that you receive a clear, well thought out plan to provide an appropriate & tax-effective legacy to those you choose.”

It is a matter of simple planning, efficient processing and good service.

Ready to find out more?

Contact us to make an appointment.