Not having a will can put a lot of stress on a person and their family, particularly in the case of the elderly or sick. Solution F specialises in financial and estate planning for clients across Kiama and Canberra. Our team of advisors will work with you to ensure a comprehensive estate plan is in place, so you can live your life in peace and comfort.

Wills

In the case of your death, your will should provide appropriate guidelines for your executor outlining how you wish your complete estate to be distributed and whom you wish to benefit.

The financial advisors at Solution F have more than two decades’ experience establishing wills and ensuring peace of mind for our clients and their families.

We can assist in developing a Comprehensive Will with Testamentary Trust clauses to enhance the asset protection and flexibility for your estate once it is passed to your beneficiaries.

Power of attorney

In case you ever become physically or mentally incapacitated and unable to act for yourself, your nominated enduring power of attorney can quickly assume responsibility for any of your personal business and financial matters which require attention.

Solution F can assist in the process of establishing your power of attorney.

Enduring guardianship

In case you ever become physically or mentally incapacitated and unable to act for yourself, your nominated enduring guardian can quickly assume responsibility to make any required personal lifestyle, care or medical decisions on your behalf.

The Solution F team will assist in the process of establishing your enduring guardianship.

Advance Healthcare Directive

An Advance Healthcare Directive is a way to say what healthcare treatments you would like to have or refuse, should you be in a position where you are seriously ill or injured and unable to make or communicate decisions about your care and treatment.

At Solution F, we can assist in preparing an Advance Healthcare Directive.

 

We plan, protect and prepare our clients’ finances so they can enjoy their life without worry. Our estate planning expertise ensures security and peace of mind for our clients. Please contact Solution F wealth management for more information.

We offer a wide range of financial services for Canberra and Kiama, including aged care financial advice and superannuation planning.