Cooper Partners Financial Services Pty Ltd can provide clients assistance in developing and implementing an asset succession and estate planning strategy. This area is extremely complex. One needs to consider not only tax effective strategies to pass wealth to the next generation and create retirement income streams, but family law and asset protection issues in the event of litigation.

We work closely with Estate Lawyers and ensure there is a documented plan to manage your Estate. We see it as important that your loved ones understand what you wishes are and how these will be fulfilled on your passing. Accordingly, where appropriate, we work with spouses and children to educate them as to the processes adopted to meet your wishes.