Estate Planning Strategies

Estate planning means having your financial affairs in order, in the event of your death.

Our advice relates to tax effectiveness and strategies regarding issues such as wills, trust funds and powers of attorney.

Make an appointment to speak to our Planners

To make an appointment to speak to our Financial Planners simply complete our online enquiry form, call us on (02) 4927 4370, or drop into your local Newcastle Permanent branch.

Here's some more information for you:
Any information on this web page does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product. Fees, charges and tax applies. AFSL 238273.