360Private

Succession & Estate Planning Advice

succession estate planning advice team

No one likes to consider the inevitable, but having effective estate planning in place is vitally important. Not only to ensure that your final wishes are carried out and to make sure that your family will be left financially sound, but also to ensure that should you at any point be unable to make financial or medical decisions for yourself, that a person or people of your choice are able to make those important decisions for you.

Director, Estate Planning & Audit

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

Very high quality professional advice

The team from 360Private have been our taxation and superannuation advisors for the past 15 years. Throughout that time we have received very high quality professional advice to assist us progress to long term goals of financial independence.

Read more ...