Estate Planning

Do you have an Estate Plan?


Estate planning is a process designed to protect your wealth you have built over your lifetime so that it is distributed smoothly according to your wishes.

What does an Estate Plan cover?

  • Transfer of Assets
  • Superannuation Beneficiaries
  • Wills / Executors
  • Powers of Attorney
  • Taxation


Implementing and Reviewing an Estate Plan is an important process. With the help of Financial Accord and our Alliance Partners we will ensure that you have implemented an Estate Plan designed to meet your needs.

Our goal is to ensure that you have a plan!

TTR Brief TTR Brief (60 KB)

About to retire? (Centerlink brochure) About to retire? (Centerlink brochure) (3393 KB)

Charter Financial Planning Limited is not responsible for any advice given by the abovementioned Alliance Partners.
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