Craig Williams
Craig Williams



Talk to us about Wills & Estate planning today

Do you know what happens when you die?

Estate Planning is not something we think about every day and it’s all too easy to put off. So when should you begin thinking about it? Many people think it’s something they will worry about when they get old, but if you can answer yes to one or more of the following questions, the time to get your estate plan in order is actually right now.

Do you know what happens when you die?Do you: 

  • Have kids?
  • Have assets?
  • Have superannuation? 

Ensuring your Will is valid and knowing your assets will be passed on to your beneficiaries in exactly the way you intend is crucial. Equally, putting appropriate powers of attorney in place so your family will know what to do if you ever lose the capacity to make your own decisions is something that really can’t wait. Often people put off Estate Planning simply because life has just been in the way or they worry about the cost of seeing a lawyer if nothing has changed. But we have the solution.

We have recently gained access to a fantastic FREE on-line Estate Planner diagnostic. The Estate Planner is a diagnostic of your situation today. The diagnostic will:

  • Ask you a number of questions to assess how well prepared you are

  • Provide feedback on your individual situation 

To complete the
 FREE on-line Estate Planner diagnostic, click here. 
Please ensure you provide us with your full-name and your state of residence in the Your Name field.

You will then be emailed a comprehensive report on your current estate planning situation. There is no obligation to do anything as a result of the Estate Planner, it will simply provide an analysis and some suggestions and what you do from then is entirely up to you. However, an FMD adviser will also receive a copy of your report and contact you. If you want to take action, you can take the report to your own lawyer or we can arrange a lawyer for you.

We encourage you to make it a priority to get your Estate plan in order and invest 10 minutes to review your needs in order to gain the peace of mind you and your family deserve.

If you have any questions about Estate Planning or would like to speak to an adviser about your finances please contact us.

General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977. Rev Invest Pty Ltd is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977.