Estate Planning

Consult the estate planning specialist more Brisbane locals trust
Most People think Estate Planning doesn’t apply to them.

This statement couldn’t be further from the truth. The word “estate” has connotations of vast acres of land, sprawling mansions, and millions of dollars. Despite being one of the most critical areas in the total management of your financial affairs, estate planning is often overlooked. So, what is estate planning? It’s the complete consideration of your assets and liabilities. Everyone can benefit from estate planning, regardless of the amount of money you have, your age, or your family status.

As a minimum, we should all have a valid Will and a Power Of Attorney, which are reviewed every three years or so, or on major life events such as marriage, divorce or the birth of children or grandchildren. Estate planning can be used not only to distribute your wealth, but also to create, control and protect it.

At Keys FP we have the ability and expertise to assist you with your estate planning needs and objectives. Call 1300 539 539 to make an appointment for estate planning at our Brisbane office.

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Your Adviser may offer you services through Keys FP Pty Ltd and Keys2SMSF which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide.

Disclosure statement: Phil Mason-Cox (the principal and founding member of Keys FP Pty Ltd in Brisbane) is an Authorised Representative of Keys Licensee Pty Ltd a privately owned financial services organisation which supports choice and opportunity for our clients. Keys FP Pty Ltd (Authorised Representative No 250140) is a Corporate Authorised Representative of Keys Licensee Pty Ltd. Keys Licensee Pty Ltd holds an Australian Financial Services Licensee, Licensee number 523830 of Level 23, 127 Creek Street, Brisbane Qld 4000. Download our Financial Services Guide hereDisclaimer and terms of use: This news publication contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Keys FP Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Keys Licensee Pty Ltd, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

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