Contact Box

The planner for when family comes first.  At Clock Tower we specialise in protecting your wealth and helping you to pass on the fullest amount possible to those you love.

Footer

Header

Investments

Other Services

Debt Management

Retirement Planning 

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone.

ClockTower | Estate Planning

light

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone.  Estate Planning ensures your assets are distributed to the right people at the right time.

Understand your family circumstances to ensure your estate is set-up correctly.

Estate structuring

Ensure you have appropriate powers of attorney in the event you fall ill.

Powers of attorney

Review and update your will to ensure it reflects your wishes.

Will reviews

Bequests

ADVICE BENEFITS

ESTATE PLANNING

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

ESTATE PLANNING

Greg Ryan

Greg Ryan