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Recently Received an Inheritance?

Navigating receiving an inheritance can be both bittersweet and life-altering. 

We can help guide you to make the right choices, in the right timing, that makes sure your inheritance is the gift that keeps on giving.

Unsure where to begin or how to invest?

Becoming a beneficiary of an estate creates both significant financial opportunities and many emotional challenges. Things can be further complicated by tax and legal obligations that you as a beneficiary must consider, essential decisions you’ll need to make and tax implications you may face.

Our best advice is to seek advice if you need it.

Our team can assist you in making informed decisions regarding your legal responsibilities and taxation and help you best decide what to do in the short term. Along with providing further advice for the long term that considers all of your financial obligations and considerations. 

KNOW WHAT YOU SHOULD DO & CONSIDER FIRST

CONFIDENTLY NAVIGATE YOUR TAX AND LEGAL OBLIGATIONS

ACT IN ALIGNMENT WITH YOUR FINANCIAL GOALS

CONSIDER YOUR FINANCIAL NEEDS

An inheritance has the potential to significantly impact your financial situation; but determining the best allocation is crucial. Should it go towards your mortgage or credit card debt, children’s education fund, or lump sums in your super or investment accounts? Each inheritance is different, as are its circumstances and how it should be appropriated. 

Identify your most pressing financial needs and honour the person who bestowed the financial blessing by being careful and considerate with your decisions. 

The Key TAKEAWAYS?

  • Know your tax and legal obligations that beneficiaries must consider.

  • Identify your pressing financial needs first and allocate the money wisely. 

  • Seek advice to make the most of your money and clarify your responsibilities.

HOW WE CAN HELP

If you are ready to make the most of your money and educate yourself about the various investment opportunities available - it’s time to talk with a financial planner.

One who can provide you with tailored advice that meets your unique circumstances and considerations and is delivered in terms you can understand.

What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca