Wealth Preservation

Now that you’ve made it, the last thing you want is to lose it!

At Retire Ready Wealth Management we understand the importance of preserving your wealth and ensuring your wishes adhered to in the event of your death.

Estate planning involves more than just a will, it also requires careful planning and documentation to consider any taxation implications and distribution consequences if not planned correctly.

This is why we have developed a number of relationships with legal and accounting practitioners that can provide you with assistance for:

  • Wills;
  • Enduring Powers of Attorney;
  • Buy / Sell Agreements;
  • Partnership / Share Agreements.

Common Questions

what if I already have an accountant?
Accountants and financial advisers do different things. You can retain your accountant and we would be happy to work with them to the extent you want us to.

What if I don’t know anything about money or financial jargon?
We don’t expect you to be an expert on money. Our aim is to help you and to explain what you need to know in plain English.

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Dalray Financial Services Pty Ltd trading as Retire Ready Wealth Management Corporate Authorised Representative Number: 445655
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