Estate Planning Support
Robert Kearney Dip FP
Mike Sheridan CFP
Estate Planning can be a complex matter and the days of simply leaving assets to spouses and family members expecting everything to work out are long gone.
From protecting assets from children's ex-spouses, to ensuring enduring powers of attorney are in place to the consideration of the use of testamentary discretionary trusts to the consideration of lifetime and associated trusts, it is critical today that we are all fully aware of how to best protect our assets for ourselves and for those we love.
Mike and Robert will provide a first appointment free of charge. During this appointment, we will break down your position, compartmentalise the issues at hand and help provide direction. If you feel you would like to consider utilising our services after considering the information provided, another appointment can be made free of charge to clarify services and costs.
If you are then comfortable an appointment can be made to move forward.
Regarding advice on estate planning matters, Mike Sheridan and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (232698/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).
Mike Sheridan is a sole director of Cartier Financial Group Pty Ltd.
Robert Kearney and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (1264981/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).