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Estate Planning

We’ve all heard the stories and seen the movie.  At the reading of the last Will and testament, tempers flare when the Will of the deceased is read and it does not match what key loved ones thought it should say or you don’t have a Will and then somebody else makes the decision on what should happen with your estate.

Don’t leave your dying wishes to chance.  A comprehensive financial plan entails estate planning as we don’t want either of the above scenarios played out in our own life.

Find out how we can help

Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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33 Peel Street
Mackay, QLD 4740

+61 7 4951 4714josh@trachyte.com.au

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Red Buoy Financial Planning Pty Ltd, trading as Trachyte Wealth
ABN 26 834 568 829
Authorised Representative No. 1237577
33 Peel Street
Mackay, QLD, 4740

Aura Wealth Pty Ltd
ABN 34 122 486 935
AFSL 380552
1 Cochrane St
Brighton, Vic, 3186