Wealth Transfer Planning

Helping you plan for the future

Wealth Transfer Planning helps protect the wealth you’ve built over your lifetime and distribute it smoothly according to your wishes.

This can require much more than a simple will. You may need to think about powers of attorney, estate planning, asset protection and more.

For a truly tailored approach to estate planning at every stage of your life, Trust Wealth Transfer Planning is the ideal solution.

Call today about The Trust Company’s Wealth Transfer Planning services

These include:

 

Philanthropy and trusts

Do you want to give to charity or establish a trust? The Trust Company Wealth Transfer Planning can work closely with our other businesses to set these up for you.

Find out more about The Trust Company Wealth Transfer Planning.
Call or email us today

NSW 
Ravi Malhotra (02) 8295 8146
rmalhotra@thetrustcompany.com.au

Queensland
Geoff Funnell (07) 3634 9732
gfunnell@thetrustcompany.com.au

Victoria 
Claire Hausler (03) 9665 0325
chausler@thetrustcompany.com.au

 

A schedule outlining our fees and charges for Wealth Transfer planning, Estate and Trust planning, Health and Personal Injuries, Funds Management, and Trust Lifestyle Care is available. The fees quoted are GST inclusive.