Estate Planning

Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.

It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.

Paul Bronson

Principal

Paul Bronson CFP® has been involved in the financial services industry for more than 20 years and is qualified to give financial advice and holds a Bachelor of Commerce with majors in Marketing and Accounting, as well as a Master of Business Administration, where he majored in Finance.

Paul also holds a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner and has been a member of the Financial Planning Association of Australia since 2008.

Paul Bronson is an authorised representative (292203) of Dover Financial Advisers Pty Ltd (AFSL 307248).

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