Inheritance & Windfall Management

Have you received a sudden windfall and want to know what your options are or what you should be doing? Our financial advisers can help you in understand the factors that need to be considered to ensure you manage the inheritance in a way that satisfies any special legal obligations or tax implications.

 

Ways in which we can assist:

  • We help you manage the financial implications including tax
  • Advise the types of investment options that are available
  • Assist you in finding any further professional advice required for example an accountant or solicitor
  • Present you with solutions that will assist you in meeting your future financial goals
  • Personalised and value-for-money advice to ensure the best outcome

 

Regardless of the level of assistance or involvement you require, our financial advisers are there to provide the level of support you need.

Contact Us

Questions? Get in touch with our expert planners or dedicated support team.

7 Channon Street

Gympie, QLD 4570

1300 820 704

07 5482 0704

info@excelwealth.com.au

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