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An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make.
This article appeared in our September 2017 newsletter.
Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.
The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.
We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.
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