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.

To make an appointment with one of our qualified Financial Planners, drop into your local Newcastle Permanent branch or call us on (02) 4927 4370.

Here's some more information for you:
Any advice on this web page has been prepared without taking into account your objectives, financial situation or needs. 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.