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Estate Planning
independent financial advice

Estate Planning – When Should I Start?

Chris Morcom
Partner/Private Client Adviser
28 Feb 2019

 Chris Morcom Director of Hewison Private Wealth provides expert advice to Money and Life on why an estate plan is so important and when you should make a start on yours. Read the article here 


Having a will doesn’t seem that important when you’re caught up with the business of living. But like getting a job, owning a home or having kids, getting your estate plan sorted is really just another part of growing up. In a recent interview by Money and Life, Chris Morcom takes the view that sorting out an estate plan as soon as you’re earning a salary makes sense. “Your super balance may be close to zero, but you’re still likely to have insurance through super and a life cover benefit to pass on,” says Chris. “So although your will should be fairly simple at this stage, it’s still worth having to ensure this asset is transferred as you would intend.”


Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.