Estate planning coordination

Consider your super, insurance and ownership arrangements alongside your wishes for the people who matter to you. Rehbein Financial Planning coordinates the financial aspects of estate planning with your solicitor and other professional advisers.

Start with a complimentary meeting in Brisbane or online via Microsoft Teams.

• Review financial arrangements that relate to your estate planning.
• Discuss super beneficiary nominations and insurance.
• Identify questions and coordinate agreed actions with your advisers.
• Revisit arrangements when your circumstances change.

Your solicitor handles legal documents and legal advice.

Meet Chris in Brisbane or online via Microsoft Teams. Your initial consultation is complimentary and there is no obligation to proceed.

Tell us about your goals and the questions you would like to discuss. We will help you understand the next steps and whether advice is appropriate for your circumstances.