The best place to start planning for your future is to plan for the end.
- What family values were important to them?
- How would their assets be distributed?
- What legacy would they like to leave their family?
The families had accumulated a myriad of different assets and structures all established for a good reason at the time, more often than not for tax and asset protection purposes. By exploring what it was all for, the intricate web of structures and assets became clear. A new sense of purpose emerged – essentially their Estate Plan.
The first step in establishing your Estate Plan is to explore your own unique family values. Question your values concerning:
Where do your own un-fulfilled dreams lie?
Preserve and maximise assets;
- Protect yourself and your spouse;
- Protect your children and other beneficiaries;
- Achieve your dreams for you and your family.
To establish direction in your life, make a start on or review your Estate Plan Blueprint, please contact me at Everblue Consulting on 0499976058.
Disclaimers & Disclosures
Geoff Ivanac is Sub-Authorised Representative No. 000309751 of GPS Wealth Ltd (GPS) ABN 17 005 482 726 Australian Financial Services Licence (No 254 544) and can provide the following services financial planning, risk management, managed investments, superannuation and retirement planning, margin lending and self-managed superannuation funds.
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.