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Estate Planning

Leaving a lasting legacy

No one likes to think of a world without ourselves in it. But that day will come for everyone. When you’ve worked hard for your family, it’s important that everything will be passed on properly to future generations should something unexpected happen to you.

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

Estate planning is vital to any financial plan. A good estate plan requires the involvement of skilled legal, accounting and financial specialists to ensure the right funds get into the right hands at the right time.

In conjunction with our estate planning partners we can assist you with:

  • Ensuring you have a proper Will in place
  • Changing your Will if your circumstances have changed
  • Establishing enduring powers of attorney
  • Advising you on what happens to your assets
  • Ensuring your life insurance policies are correct and up to date
  • Explaining what happens to your super, debts, etc, after you’ve gone
  • Ensuring your business affairs are taken care of

You can enjoy an obligation-free discussion with us about your Will and your legacy, anytime you choose.

Feel free to contact us on (03) 9375 5100 in Melbourne or 1800 767 657 in Brisbane, or simply book a no-obligation consultation.

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I would like to thank you and PFG staff for a wonderful surprise card and gift card from you for my birthday, it’s just a lovely warm gesture much appreciated!! Thank you all from the bottom of my heart.

Teresa Boscaglia

Accredited by AMP Financial Planning
PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V 3.1 & PFG Global Pty Ltd Financial Services & Credit Guide V 3.1 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.