Estate Planning

It's important to consider the future management of your affairs if you become unable to manage them for yourself. An estate plan can give you peace of mind knowing your affairs are managed according to your wishes should something happen to you.

Comprehensive estate planning involves reviewing and documenting your total financial position and future wishes. This may include management of tax issues to ensure your beneficiaries receive their maximum inheritance.

At Acumen Wealth Management, we've streamlined the estate planning process for you as part of your financial plan. We've also reduced the costs and complexities involved to make it easier for you.

Our Director and Senior Adviser Peter Holland worked previously as a lawyer and is a Certified Financial Planner with an in-depth understanding of both the legal and financial issues.