Estate Planning Advice
If your assets are more complex and you would like to share your wealth with many loved ones, an Estate Plan is essential. As your Accountants and members of Count Financial, Hern Financial Services is ideally placed to offer financial strategies to make the most of your estate plan. We are able to offer you a free consultation with Lester Jarmyn, Senior Estate planner from Australian Executor Trustees.
Lester has over 30 years experience in estate planning and Wills preparation, joining Australian Executor Trustees in 1976. Lester has been involved in the preparation of over 30,000 Wills.
As a Representative of Australian Executor Trustees, Lester is able to assist clients in the areas of:
- Specialist estate planning advice, including taxation, planning and advisory services
- Will and Power of Attorney preparation
- Estate administration
- Trustee services – Testamentary Trusts, Living Trusts, Family Trusts and Charitable Trusts
- Attorney services
Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to define your goals and design a plan to meet your needs.
Backed by a team of estate planning specialists, Lester can work with you to help develop and implement a plan to affect the seamless transfer of your wealth.
Appointment Times
| February 8, 2012 |
10am, 11.30am, 2.30pm & 4pm |
Please contact Hern Financial Services on 08 8373 1702 or email Adam at adam@hern.com.au to book a free, no obligation appointment.