ESTATE PLANNING
To help you better understand the link between your Financial Adviser and an Estate Planner Lawyer, we have put together the following information video.
I’ve been a Financial Planner here in Queensland since 1996 where I’ve worked closely with accountants to help successful and motivated business owners develop a successful ‘game plan’. The majority of my working life has been in and around finance. During that time I’ve done everything from open the mail to developing complex investment, superannuation…
I’ve been helping successful but time poor professionals and business people to set a ‘game plan’ and stick to it since 1999 – to great success! In that time I’ve filled every role within the investment, insurance and finance sections of 2 Chartered Accounting firms, working on smart and effective strategies for more than 500…
To schedule a call to discuss your Estate Planning needs with Steve King, click here.
To schedule a call to discuss your Estate Planning needs with Craig Buntain, click here.