financial plan

Getting Started in Estate Planning

Financial Adviser's picture
Australia’s rapidly ageing population is making estate planning an increasingly significant facet of a comprehensive financial plan and presents a lucrative business opportunity for financial advisers seeking to carve out a niche in this area. 
 
For practitioners looking to add this service to their advice offering, there are some key steps they can take to establish a sustainable estate planning service for both existing and prospective clients. 
 
 
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