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Available Online

Meeting - Unplanned assets & or cash

A large amount of assets from an inheritance or the sale of an investment property

1 h
From $880
Illoura Place

Service Description

Finding yourself in the situation where you have a sudden influx of cash or other assets and are unsure what to do. We look at your situation, goals and objectives and then provide our written recommendations in a Statement of Advice. The fee is loosely related to the amount of assets, as the more assets the more options and choices for tax structures and investments types.

Contact Details

  • 11 Illoura Place, Strathfieldsaye VIC, Australia

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