Estate Planning

Mike works closely with Mr Mark Lillicrap, Partner of O’Reilly Lillicrap Solicitors, who have offices in the City, Carina, Wynnum and Morningside.

Estate Planning can be a complex matter and the days of simply leaving assets to spouses and expecting everything to work out are gone. 

Protecting assets from your child's spouses or defactos.

The first appointment with Mike is free of charge and during the appointment Mike will provide an overview of different options available financially to consider within the will and if the client is comfortable, then arrange a meeting with Mark Lillicrap to begin the process of construction.

Clients will be made aware of costs prior to committing to the plan.

For an obligation free consultation, contact: 07 3862 2399 or 0418 720 076 for priority support.

Cartier Financial Group Pty Ltd and Mike Sheridan are Authorised Representatives (No. 458787/232698) of MyPlanner Australia Pty Ltd AFSL No. 345905.

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