Eliminate the uncertainties with ITP

Did you know, without careful attention and professional advice, the legacy you leave behind, no matter its size, may be reduced or even cause unnecessary tax liabilities to be passed on to your intended beneficiaries.

Estate planning can be a complex task, but with the expert advice of an ITP Financial advisor who will work side by side with an estate planning specialist e.g. Solicitor, you can be confident your assets will be inherited by the people you intend and that they attract as little tax as possible.

Some of the estate planning services we offer include:

1. Understanding the process of estate planning
2. Identifying and prioritising the objectives of your estate
3. Working through any sensitive issues surrounding family
4. Assessing your circumstances and available options
5. Developing a strategy and formulating your estate plan
6. Taking advantage of our ongoing review service and adjusting your plan as required

Call us today on 1300 387 487 to arrange an obligation free consultation and start protecting your wealth for the benefit of your loved ones.

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Speak with our Australia-wide, professional team of Financial advisors today. You’ll be under no obligation, and we’ll get back to you promptly – within normal business hours.