Wealth & Wills: Securing your Future

Join Financial Adviser Rob Goudie and special guest Lawyer Patrick Smith, O'Brien & Smith Lawyers, as they cover a range of Estate Planning topics that are vital for anyone seeking to protect their assets and ensure a smooth transition for their loved ones.

• Explore the role of a lawyer in navigating the complexities of estate planning and discover how they can help you draft and implement vital documents.
• Uncover the risks of DIY Will kits and explore how the estate planning process differs for those nearing retirement.
• Gain a deeper understanding of concepts like Superannuation Binding Death Nominations, Powers of Attorney, and Advanced Care Directives, and how they can safeguard your financial interests and healthcare preferences.

Tune in to take the first step towards securing your future and leaving a lasting legacy for generations to come.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

Liability limited by a scheme approved under Professional Standards Legislation.

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