Estate Planning

Estate planning was initially used when there were death and estate duties. These don’t exist anymore, but there are other taxes, such as capital gains tax, that make estate planning just as worthwhile now.

To save yourself time, trouble and money; it is a good idea to determine what values you want to bring to the estate planning process. Ask yourself, when my life is over or when I can no longer make decisions for myself because of illness or disability, what are the values that I want to pass on to those for whom I am accountable.

The last thing you want to do is inflict chaos on your loved ones, most especially at a time when they need to be able to deal with tragedy and their own anxieties about the future.

Sanders Financial Planning can assist their clients in preparing Wills and Enduring Power of Attorneys.

Choosing to use the advice of a professional gives you peace of mind knowing your Will is sound and your wishes will be followed.

estate-planning

"Thank you again for another year, moving forward.  Knowing you guys are always there, helps."

Glenn & Linda

"I cannot thank you guys enough for all the help you have given in sorting everything out for me. Without you I’m not sure where I’d be right now, you are all very much appreciated."

Ruth

"Dear Mike, Kaye and I would like to express our appreciation to you for introducing us to Murray and your assistance today in establishing the review of our Will. We appreciate that it was a service that you were not obliged to provide, but you did so because that is the type of person you are, and the person we have come to respect, trust and call a friend. We were both impressed with Murray as both a professional and caring person and feel comfortable with him addressing one of our most important phases in life.

Thanks again for all your help."

Kaye and Barry

"To Michael & Meredith Thanks so much for your caring support it means a lot to me. Hope all is well."

Rose

"To Sanders Financial Planning, many thanks for your help and kindness, we do appreciate it."

Gwen and Charles

"Mike, Thank you for allowing the time for me to learn from your valuable experience."

Travis

"Mike, your time, inspiration and wisdom have been invaluable, truly thanks a million."

Christian

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Why Sanders Financial Planning?

  • Above all we care about your financial future
  • We consistently update our training
  • We treat every client with equal respect
  • You will experience our sincere assistance
  • Committed to understanding your financial needs
  • We provide tools to meet your financial goals
  • We simplify all the financial planning products

General Advice Warning

The advice contained on this site does not take into account any persons’ particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information on this site. Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Sanders Financial Planning

97 Bennett Drive, Canning Vale, WA 6155

PO Box 5032, Canning Vale, WA 6155

Tel: 08 9456 5444
Fax: 08 9456 5455

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