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financial adviser explains the features and benefits of wealth management to three siblings seated around him at a table - application to estate planning

Estate Planning with a Testamentary Trust

Estate Planning is an important – and sometimes complex – process. Estate planning with a testamentary trust may appear complicated,

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Brisbane

Level 1
2042 Logan Road
Upper Mt Gravatt QLD 4122
07 3421 3456

Warwick

Paul Ashton & Associates – CPAs
2 Alice Street
Warwick QLD 4370
07 3421 3456

Continuum Financial Planners Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735| AFSL 229892 Suite 4, Level 24, 1 Market Street, Sydney NSW 2000

The information contained on this website is general in nature and does not take into account personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it in regard to your objectives, financial situation and needs. In particular, you should seek appropriate financial advice and read relevant Product Disclosure Statements or other offer documents prior to acquiring any financial product.