Life after death is a worry for baby boomer parents

Tag Archives: Testamentary trusts

Life after death is a worry for baby boomer parents

will and testament

Planning for Prosperity’s Daniel Budreika was quoted in this recent Advertiser article ‘Life after death is a worry for baby boomer parents‘ by Anthony Keane. Daniel was quoted as saying: Testamentary trusts can split income among beneficiaries to suit their tax situations, and offer asset protection in the event of children going bankrupt or suffering a […] Read More >

  • Sign up to our Newsletter

  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

  • General Advice Warning

    Please view our General advice warning here.