Wealth & Wills: Securing Your Future

Are you ready to take control of your financial future and secure your estate? Tune in to the latest episode of the Investor Motivation podcast and join Financial Adviser Robert Goudie and special guest Lawyer Patrick Smith as they cover a wide range of topics that are vital for anyone seeking to protect their assets and ensure a smooth transition for their loved ones.

Learn why estate planning is essential for individuals and families, and gain valuable insights into common mistakes to avoid. 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.

Take the first step towards securing your future and leaving a lasting legacy for generations to come.
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

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.

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