In this video, Andrew Albury discusses the trend we are noticing among clients with regard to estate plan reviews and why this is an important action item to cover off no matter one’s current circumstances.
Andrew Albury is a Representative of MGD Wealth Ltd AFSL No. 222600.
The information in this presentation is current as at 28 July 2021.
Any advice included in this video is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement. Any tax information in this video refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice.