Cecil Grimmer The Speaker
Click here to visit Cecils Site

Mortgage ad
Talk to 'You First'
about your mortgage

Car ad
Talk to 'You First'
about your new car

Super Ad
Talk to 'You First'
about your Super

Salary ad
Talk to 'You First'
about your Package


LegacyDo you have the right structure in order to pass on your assets to your nearest and dearest to best effect? Does your wealth comprise estate assets in excess of $500 000, or have complex business structures such as family trusts or Self Managed Super? Perhaps you require an effective income stream for your beneficiaries?

It is important to take an overview of your assets and consider how you would like them to be distributed after you die. Estate planning will help you take stock of your finances and assets. You will need to plan for a range of factors:

Your will
An executor
An enduring power of attorney
Family trusts
What happens to your insurance and super

We have the expertise to help you with all aspects of your legacy.


Phone 1300 725 798