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.
Trent Burton Sampson
Founder and Adviser
We started in 1992 with Colonial Mutual in Moree NSW, moved to Lend Lease Financial Planning in 1995 which was later renamed ApogeeFP. In 2003, moved to GWM (MLC FP). We also hold an General Insurance arrangement with Insurance House Melbourne and have had that since 2008.
Our aim is to provide Risk Insurance to the small business owners market.
Trent Burton Sampson is an authorised representative (245450) of Dover Financial Advisers Pty Ltd (AFSL 307248).