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BMC Financial Planning

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At BMC Fiancial Planning we work closely with your legal team to ensure your wishes are implemented with a minimum of fuss

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BMC Financial Planning Pty Ltd is an authorised representative of Global Wealth Ltd (AFSL 254 544)..Back to Services

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General Advice Warning:

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult BMC Financial Planning to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer:

Whilst BMC Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by BMC Financial Planning or GPS Wealth Ltd or any officer, agent or employee of BMC Financial Planning or GPS Wealth Ltd.