Estate and succession planning aims to ensure that your accumulated wealth is distributed to your chosen loved ones. Ensuring that your assets are effectively and efficiently utilised to secure your family’s financial well-being.
Walker Wayland AMD Super can help you with some of the more challenging aspects of proactive retirement planning. Our services include:
- Succession planning and management
- Asset risk protection
- Preparation of Wills and Powers of Attorney
We work closely with you during the succession process to ensure that your business and superannuation assets are transferred to your successors or beneficiaries in the most effective way.
Through our asset protection strategies we aim to minimise exposure of your assets such as your business assets and your family home from potential adverse financial events.
Wills and power of attorney
We firmly believe that wills and powers of attorney are a vital component of personal finance. Through our referral professional lawyers we ensure that our clients receive the best advice when it comes to passing on their wealth upon death.
WWAMD Super Specialist Pty Ltd t/as Walker Wayland AMD Super is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Service Licence holder, No. 253125. The Financial Planners of WWAMD Super Specialist Pty Ltd t/as Walker Wayland AMD Super provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd.
Politis Investment Strategies Head Office Street Address;
Politis Investment Strategies Head Office Location
1st Floor, NCYC Commercial Centre
91 Hannell Street, Wickham NSW 2293