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KW Grimes & Associates Pty Ltd is uniquely positioned to provide you with total financial care.
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LOOKING AFTER LOVED ONES
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:
- Implement strategies to maximise the benefits of your assets to pass onto your beneficiaries (such as reducing tax)
- Arrange a binding death benefit nomination to decide who will receive your superannuation fund
- Give you peace of mind that your loved ones won't be put under any further stress when you're gone
- Get the right advice on your estate plan
Count on us
A Count adviser can help you:
- Put in place an estate plan
*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 ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
This website will always contain the latest version of our FSG
part 1 and
part 2, which includes important information about our firm, your financial adviser, and our licensee.
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.