Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Director and Financial Planner
Charles is a Certified Financial PlannerTM – who specialises in Life Insurances and the Estate Planning issues. Charles is also a licensed Credit Advisor and provides advice on all aspects of Residential and Commercial Lending.
Charles Pillay has been working in financial planning for over 20 years – as a Bank Manager with the Abbey National in the UK, as a Private Banker with Westpac in Australia and running his own firm Catalyst Wealth Solutions since 2011.
Charles Pillay is an authorised representative (242831) of Lifespan Financial Planning Pty Ltd (AFSL 229892).