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Corporate Authorised Representative of Affinia Financial Advisers Limited ABN 13  085  335  397 AFSL 237857

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Retirement Planning 

GRM can assist with all your Estate Planning needs to make sure your estate is inherited by those you want to receive it. Having an up to date will can save you

GRM Advice | Estate Planning

Peace of mind if you’re no longer here

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GRM can assist with all your Estate Planning needs to make sure your estate is inherited by those you want to receive it. Having an up to date will can save your family, friends and beneficiaries a lot of heartache and hassle as well as making sure that your wishes are met. Estate planning issues are often complex and there are also important tax considerations that need to be assessed which is why you should seek professional advice from a financial adviser who can facilitate the right outcome with a solicitor.

Understand your family circumstances to ensure your estate is set-up correctly.

Estate structuring

Ensure you have appropriate powers of attorney in the event you fall ill.

Powers of attorney

Review and update your will to ensure it reflects your wishes.

Will reviews

Bequests

ADVICE BENEFITS

ESTATE PLANNING

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

ESTATE PLANNING

David Gates

David Gates