- About AGS
- Personal Clients
- Small & Medium Business
- Corporate Benefits
- Contact Us
If you're like many Australians, you may have a will but you probably don't have a comprehensive, tax effective Estate Plan.
Think about it. What will happen to your ageing parents, your dependent children and your animals? What about your property, superannuation and money held in banks, trusts and other investments? Granting Power of Attorney and having a will are important, but other things need to be considered, especially if you provide your family's main income or you own a business.
The Estate Planner is an online tool that can help you take full control of your estate. The tool asks you a series of questions about your situation, then you get a report with suggestions of the practical steps to take to put your estate in order.
The Estate Planner has been provided totally at our cost. It takes less than 15 minutes of your time and it gives you peace of mind that important issues have been thought of.
Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. Liability limited by a scheme approved under Professional Standards Legislation.