VIDEO: WHAT YOU NEED TO KNOW ABOUT FAMILY TRUSTS

By adminNovember 26, 2021Family, Financial Advice, Financial Planning, Investments, Media, Money

In this video, Andrew discusses how you can ensure your wealth is passed on to the next generation in a tax-effective way through Family trusts. If you have any questions send us an email to [email protected] or check out our article on Family Trusts here.

Watch Here

Recorded – Nov. 15th 2021.

In a world full of choices,
this is why our clients chose us:

Over the years, we have come to rely on Sherlock Wealth to take care of all our financial affairs and to see Andrew as

Dr. Bruce Walker

I have been a client of the Sherlocks for more than 40 years. The sound advice I have received from Andrew in relation to building wealth

Mark Worrall

We wanted to express our enormous thanks to you and your team. First of all for your sage advice in terms of the

Trauma Claim

Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more than in control of our

Rob and Jacinta Jones

Having busy lives, we truly value the advice and care that Andrew and the team at Sherlock Wealth provide with

Rachel and Brett Lunn

I would say to anyone that you have to prioritise your financial affairs as an important part of your life

Jo Masters

Want to know more?
Sign up to our e-news today!

YOUR SUCCESS IS OUR PASSION +612 8247 9900

© 2023 Sherlock Wealth. ABN 50 000 878 893 is a Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256.
Terms & Conditions | Important Information | Liability limited by a scheme approved under Professional Standards Legislation.

VIDEO: WHAT YOU NEED TO KNOW ABOUT FAMILY TRUSTS

In a world full of choices, this is why our clients chose us:

Want to know more? Sign up to our e-news today!

In a world full of choices,
this is why our clients chose us:

Want to know more?
Sign up to our e-news today!