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Holding Hands

Estate Planning

EstatePlanning

Estate planning is about structuring and managing your investments so they can be transferred smoothly and tax effectively to your beneficiaries in line with your wishes. Enjoy peace of mind knowing that your investments will help your loved ones be financially secure through their lives.

 

We offer estate and asset protection planning which can provide peace of mind knowing ownership, control and maintenance of assets and cash flow continues to intended beneficiaries in a tax effective and efficient manner in times of disruption.

Let's have a quick chat

Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.

Talk to us today

02 8065 7526

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Contact

MJM Private Wealth

Level 25, 100 Mount Street 

North Sydney, NSW 2060

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​​General Advice Warning

MJM Private Wealth Pty Ltd (ABN 14 663 935 439) and Bamboo Financial Services Pty Ltd (ABN 44 128 237 381) are corporate authorised representatives (No. 1300909 and No. 1314015) of GPS Wealth Ltd (ABN 17 005 482 726) holder of Australian financial services licence number 254 544 (GPS Wealth). GPS Wealth is owned by Count Limited (ABN 111 26 990 832) of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.


The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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