Gold Coast & Brisbane, Wills & Estate Planning

If your considering getting advice and preparing a Will either on the Gold Coast or in Brisbane you should carefully consider using experienced professionals in this field. The Gold Coast and Brisbane has many firms that hang a shingle claiming they provide Estate Planning and Wills advice. Unfortunately there are only a few that are specialists in this field.

Integral Financial Planning’s point of difference is that we embrace Estate Planning as probably being the most important facet of any financial plan. We believe that you can plan when you retire, for example if you’re age 40 today it’s likely to be in approximately 27 years for most people. However death in most cases is more difficult to plan as we could be dead today, tomorrow or in 40 years’ time. So what takes priority when it comes to ensuring your affairs are in order, your retirement plans which we literally have many years to get right or having your Wills and Enduring Powers of Attorney in place for when the inevitable occurs?

It’s great to see so many people planning for their retirement but let’s face it, some of us will never make it! The reality is that none of us like talking about death so we park the Estate planning issues to one side until such time that in many cases it’s just too late.

At Integral Financial Planning we make it our job to ensure you have considered the appropriateness of your Will and its validity. Where needed we assist in educating our clients on the potential issues that face families and loved ones that are left behind and the possible strategies that may be available to assist in providing a better outcome. We help facilitate the Estate Planning process taking into consideration our clients financial position, objectives and goals. This is backed up by the association we have with a number of Specialist Estate Planning Solicitors and Lawyers on the Gold Coast and in Brisbane that we think may be the right fit in terms of cost and technical expertise. This results in spending less time with costly solicitors face to face as we provide the education to the client, collect client data both financial and personal and reduces the overall cost charged by the solicitor. We do charge a fee for our service, however this is significantly less than the fees associated with paying a top tier law firm for the similar advice. Our legal partners have the latest technology and solutions at their fingertips allowing you to discuss your Wills and overall Estate Plan with a Specialist Estate Planning Lawyer regardless of your location at a fraction of the cost.

We welcome you to contact us for an initial complimentary Estate Planning Health check, simply call us on 07 55592250 and ask for yours today.

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Written by

Justin is the Director and Principal Financial Planner of Integral Financial Planning located on the Gold Coast. He has over 10 years of experience if providing Financial Planning Advice and is an Authorised Representative of GWM Adviser Services Limited. He can be contacted on 07 55592250