Estate Planning

Estate Planning

If you haven’t started yet, it’s not too late to begin your estate planning. Estate planning involves structuring a person’s affairs to ensure the orderly transfer of assets to your preferred beneficiaries in the most tax effective and timely manner. It also considers making provisions for your wishes before your passing by ensuring in the event of absence of capacity or illness your financial and personal affairs are also attended too. Ignoring the inevitable can have dire consequences that can end up being very expensive and even result in irrevocable rifts among family members. There are many reasons to have an estate plan but making the right decisions now can save a lot of heartache for your intended benefactors. At LIFE Financial Planners we can work with you towards your estate plan, including making sure you have adequate life insurances in place so that your family’s wealth is protected should anything happen to you.

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Testimonials

Alison
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Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.
Lee-Anne
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We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.
Miss Vae
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We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Alastair
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
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We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.
Neil
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We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.
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