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BSB 650 000

Estate Planning

Because life can be unpredictable, we can help you prepare for when the unexpected happens.

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When a death or disablement occurs in the family, the last thing you want to worry about is finances. We can help relieve the burden with our Estate Planning. 

We provide financial advice to allow you to distribute your assets according to your wishes, as well as create strategies to minimise taxes and protect you family’s interests for issues such as trust funds and powers of attorney.

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Planning for retirement?

Talk to a Financial Adviser and take control of your financial future.

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Any information on this web page does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Therefore,before acting on any advice, you should consider its appropriateness having regard to these matters and the product Terms and Conditions or Product Disclosure Statement. Newcastle Permanent Building Society Limited ACN 087 651 992, Australia Credit Licence/Australia Financial Services Licence 238273. Our Financial Services Guide is intended to provide you with information about Newcastle Permanent and the financial services we offer. It is designed to assist you in making an informed decision about whether you want to use our services. Click here to download it.