Estate Planning Assistance

Making Sure Your Legacy Shines On

At Retirement Care Solutions, we recognise the significance of the assets and wealth you’ve built and the legacy you have created over the years. It’s not just about financial value, but you want to ensure that what you’ve worked for goes to the hands and hearts you care about most.

Our Estate Planning Approach:

Expertise at Your Service

We can organise for you to meet with a team of financial advisers if needed, who work in tandem with reputable estate planning lawyers. This will ensure the legal and financial aspects of your estate are addressed.

Tailored Discussions

They will sit down with you and listen to your wishes and concerns and map out the best way to pass on what you have built.  It is all about understanding your unique story and ensuring it is line with your legacy vision.

Informed, Tax-Efficient Decisions

They will discuss your options with you, working collaboratively to tailor a plan that achieves your desired distribution of wealth and assets in a tax-effective way. They will consider your wishes regarding the tax implications of passing on your estate to your family and loved ones, tailoring a will that leaves you with complete peace of mind.

A Commitment to
Your Peace of Mind

At Retirement Care solutions we understand your need to protect the assets you have worked hard to acquire, and the peace of mind that comes from ensuring they will be safely and smoothly transferred to your loved ones after you are gone.

Explore our range of specialised services, that can be tailored for your needs, in more details below

Get In Touch

 

Based in Brisbane, servicing Australia wide.
Office - 2/17 Middle Street, Cleveland QLD 4163
info@retirementcaresolutions.com.au
1300 245 502

We are available

Monday - Friday: 9am - 5pm
Saturday & Sunday: By appointment only

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