Estate Planning

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Estate planning is creating a strategy for wealth preservation and passes assets to the beneficiaries in the manner you desire. The plan can then be supported by appropriate legal structures such as wills and life insurance, and by appropriate tax planning. Our role at GTM is to assist you to set out your wishes and provide financial advice, while legal and legal and tax advice must be provided by other professionals.

  • Wills
  • Power of Attorney and Medical Directives
  • Insurance and Superannuation
  • Trusts
  • Other Estate Considerations

Contact GTM Financial to get started today.

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Knowledge Centre

Providing you with an online wealth of valuable information, updates, videos, calculators, quizzes and much more to help build on your financial knowledge.

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GTM Financial Pty Ltd ABN 98 088 101 017, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256. Registered address Level 14, 20 Bond Street, SYDNEY NSW 2000

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