Our Services

ESTATE PLANNING

Leaving a legacy and providing for future generations is a key objective of estate planning. But what if you were to become ill or die early? Do you want your estate to be used to pay bills and debts that were left behind or to provide for your family when you’re not around?

Having your affairs in shape means you can be sure that your legacy will be handled in accordance with your wishes ensuring that your loved ones will be taken care of the way you would want them to.

Estate planning is vital apart of every financial plan. An estate plan requires the involvement of lawyers, accountants and financial planners to ensure the right funds get into the right hands at the right time.

We can assist you:

• Ensure you have a valid Will in place
• Update your Will if your circumstances have changed
• Establish enduring powers of attorney
• Ensure your life insurance policies are correct and up to date
• Explain what happens to your super, debts, etc, after you’ve gone

Ensure all your business affairs are taken care of. Start protecting your tomorrow today. Call McCormack Financial Services and book your obligation-free chat with one of our friendly financial planners.