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Wealth and Estate Planning

Wealth and Estate Planning Team

Through Gray Perry Wealth Advisers, we can advise people who wish to put in place a comprehensive plan to grow their wealth. Specifically we can help you with:

  • Planning your wealth creation strategy
  • Protecting you, your family and your assets
  • Planning for retirement
  • Entering retirement
  • Superannuation
  • Evaluating the value of establishing an SMSF taking account of your circumstances
  • Establishing a SMSF

 

Gray Perry Wealth Advisers can also provide comprehensive advice in respect of your estate planning. We can help with advice in connection with:

  • Establish a will
  • Establishing Powers of Attorney
  • Advanced Care Directives
  • Superannuation fund Death Benefit nomination
  • Establishing reversionary pensions

Gray Perry Wealth Advisers Pty Ltd and Allan Taylor are Authorised Representatives of Lionsgate Financial Group Pty Ltd ABN 92 140 591 484 AFSL 342766