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Business Succession Planning

While wealth creation and preservation strategies are vital in life, they are just as important in death. Australian Financial can arrange your personal and business affairs to ensure that your beneficiaries receive the maximum benefit from your estate, through a variety of innovative and tax effective strategies.

 

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Testimonials

Ever since Australian Financial Planning Group and I formed an alliance to service my clients needs, it has been a rewarding outcome for all concerned. Feedback received from my clients has always proven to be extremely positive, with my clients able to attest to receiving the same (highest) level of service from Australian Financial as is afforded to them from myself.

Australian Financial have proven time and time again to act professionally, competently, and with care each and every time with all my clients. Highly recommended !

-Frank Giacomello, Accountant

I recommend Australian Financial Planning Group without reservation for these reasons:

I know from experience that Matt Carter and his team work quickly and efficiently to bring positive solutions to my clients. I know once any initial business is transitioned there will be regular monitoring and follow up both directly and through our practice to ensure a holistic approach to the needs of the client.

Recommending Australian Financial Planning Group is a no-brainer for this practice.

- Jeffrey Banks,

BANKS CONSULTANCY

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AFPG Pty Ltd
Level 15, 227 Elizabeth St
Sydney NSW 2000
T: 02 8268 7000
F: 02 8268 7099
AFSL: 247 430
ACL: 247 430
ABN: 66050139850