Our main focus is to provide our business clients with a "road map" for the future.
KW Grimes & Associates Pty Ltd is uniquely positioned to provide you with total financial care.
Are you confident that your wishes will be carried out once you're gone?
If your assets are more complex and you would like to share your wealth with many loved ones, an estate plan is essential.
Prepare a will
Studies show that at least 45% of Australians do not have a valid will. If you die without a will your assets will be distributed according to a pre- determined formula with certain family members receiving a defined percentage of your assets despite what you may have wished.*
What you need to know
Our external estate planning service provider can help you:
Count on us
A Count adviser can help you:
*NSW Trustee and Guardian http://www.tag.nsw.gov.au/wills-faqs.html
KW Grimes & Associates Pty Ltd is an Authorised Representative of Count Financial Limited Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.