Preserving Your Legacy

Wealth Preservation

 

At Trinity Private Wealth, we focus on not only building and protecting, but also preserving your wealth. No one likes to think about their own mortality, however estate planning is one of your most important financial obligations.

 

We believe that the wealth that you work a lifetime to create should not only be protected but preserved for those who are important to you.

 

For this reason, we offer estate planning strategies to provide our clients with the comfort and peace of mind to ensure that their lifetime of effort transfers the right funds to the right people at the right time.

 

Strategies to be discussed in conjunction with your legal advisers would include:

 

  • Wills

  • Testamentary Trusts

  • Enduring Powers of Attorney

  • Guardianship of children

  • Advanced Health Directives

Address: Foyer B, Level 1, Suite 7B, 151 Herdsman Parade, Wembley, WA, 6014  |  Telephone: 08 6424 8070

 Email: info@trinityprivatewealth.com.au  |  Website: www.trinityprivatewealth.com.au

Important Information

 

Karkotis Family Pty Limited, ABN 69 603 542 702, trading as Trinity Private Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licensee and Australian Credit Licensee 232706. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. © Copyright 2014 Trinity Private Wealth.