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Estate planning provides you with peace of mind.  In the event of accident, disease or death, knowing that your family will be looked after can be a great comfort.

As part of the estate planning process a business succession plan can also be designed.  Having a business succession plan in place is extremely valuable in ensuring the security of your business in the event of any unforeseen event.

Our Financial Planners can ensure that you have the right structures in place to ensure your assets are distributed in an effective way and the way you want. We can assist with:

  • Ensuring your Will’s and Powers of Attorney Are Up to Date
  • Estate Tax Planning
  • Wealth Succession
  • Business Succession Plans
  • Tax Implications for beneficiaries
  • Developing an estate plan
  • Ensuring your money being left to the right person

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
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Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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