LIFESTYLE PROTECTION

Insurance

Choosing the right insurance cover can be complex, and the availability and cost of quality cover can vary frequently. Your Falconer adviser can help you navigate the complexities of Life Insurance, Trauma Insurance, TPD (Total/Permanent Disablement) Insurance, and Income Protection.

Estate Planning (Wills, Power of Attorney, Testamentary Trusts)

Estate Planning can be one of the most difficult financial planning areas to contemplate while fit and well. If you already have children, assets, or superannuation funds, then you are already in a position where you need to have a plan in place for how to handle these assets and responsibilities in the event of your passing.

Our advice will utilise structures such as: Wills, Power of Attorneys, Testamentary Trusts, and other relevant mechanisms, to ensure your wishes are respected in the event you lose the capacity to make your own decisions.

Wealth Transfer

Maintaining an up-to-date Will is a good first step, but the right estate plan will also ensure that control and ownership of your assets is passed to your intended beneficaries in the most secure and tax effective manner. Your Falconer adviser can provide advice on the best strategies to achieve your goals.

Please phone 03 6234 2233 or email us to discuss your Lifestyle Protection needs with an adviser.