Independent Advice

Consider the situation where the couple in question wish to ensure their likely substantial assets, transfer smoothly to each other should one of them die, and once they have both died their assets are split evenly between their children (including those from their previous relationships).

Often there is a concern that one or more of the children may not be completely happy with assets passing to the new partner upon the death of their parent, particularly if the relationship between these parties is not great.

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.au

Please 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.