Do you worry about how your loved ones will be looked after when you are not around?
With the help of our team and our Estate Planning for Life program we will help you navigate your way through the complexity of developing a detailed estate plan.
Estate planning aims to preserve your family’s wealth by distributing it to nominated beneficiaries in the most effective way.
It requires a consideration of each beneficiary’s personal and financial circumstances to determine the best means of providing an inheritance without unfairly affecting the beneficiary’s existing situation.
The first step is ensuring you have a current and valid will.
In addition to a will, you should also think about:
Powers of Attorney
Business succession planning
Nomination of superannuation death benefits.
The product/service offered by Kensington Financial Group are not authorised by NEO Financial Solutions Pty Ltd, and NEO Financial Solutions Pty Ltd is not responsible for the advices/services provided by Kensington Financial Group.
Our business has demanded capital at varying times of our life cycle.
Having a proactive accounting team that can respond well to lending institutions needs and deliver the documents in a format that removes my team from the headache of sourcing relevant reports.
The ability to lean on an accounting firm that acts more like a business partner than a service provider has set up our business for success.
Having experienced a number of businesses and associated accounting firms, the trust and confidence provided by Kensington Financial Group has been unparalleled.
The team have been diligent to our needs and have created a model for how we can streamline our operation and improve our forecasting.
The business has used the many of the services KFG has to offer and will continue to do so.
The working relationship with Kensingtons has spanned over a decade. In that time, we have adopted more and more of their service offerings as our business has grown.
Michael and his team have been pivotal to the financial success of our firm delivering advice when needed such as models for cashflow and forecasting as we grew in size, number of locations and people.
In the ten or more years we have used them, their ability to adapt and offer services and advice beyond our own capabilities has been one of the driving reasons for our success.