Estate Planning

DO YOU HAVE A WILL?

Protecting your family and future

Estate planning is more than ordering a will kit online and having it sit under a stack of bills for several years, gathering dust.

An estate plan ensures that all measures are taken to protect your estate and provide for your family in the event of incapacitation or death. A thorough estate plan also ensures that ‘non-estate’ assets such as superannuation, life insurance, jointly owned assets and assets owned in a trust or companies are dealt with according to your wishes.

Naturally, it’s something people tend to put off, so we’re here to make the process as easy as possible

Wills

Enduring Power of Attorneys

Medical Power of Attorneys

Testamentary Trusts

Binding Nominations

ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959
contactus@actonwealth.com.au 
GET A CALL BACK
  • Facebook - White Circle
  • Instagram - White Circle
  • LinkedIn - White Circle
© Copyright ActOn Wealth 2019. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734