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Momentum Financial Group

Estate Planning 

Geelong and Horsham

There are all sorts of issues you need to consider such as taxation, legislation, protecting your wealth and assets, associated costs and the inherent risks of investment. We recommend all clients have this issue reviewed each year and incorporate your wills, superannuation and estate strategy.

You need to be aware that there are some significant tax traps in dealing with assets and estate planning, the benefit of a sound strategy will be financially significant.

We recommend you read  Estate Planning.

Make an appointment for a consultation with investment advisors at Momentum Financial Group, your dedicated team of financial planners and accountants Geelong and Horsham.