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Estate Planning2025-06-25T15:26:56+10:00

Estate Planning

There are many things to consider when you are planning your Estate. Writing down your will is not enough to make sure your final wishes will be fulfilled.

The Estate Planning Advice Sydney trusts

Succession

Our estate planning services cover both personal estate planning and business succession advice (See page 2 and 3 of the Financial Services Guide)

We’ll review the structure of your investments and put into place an estate planning strategy that ensures your Will, Powers of Attorney and other estate documentation are up-to-date and in line with your wishes.

Expert advice is usually needed to ensure that your assets will be distributed according to your will. There are many laws surrounding Estate Planning that should be followed and it is crucial to ensure that if you are making your will, it should be valid and effective.

There are different laws governing estates in different Australian states, so if you have several properties located in different states, these should be given due consideration and planning.

Other Services Offered

What are your financial plans for the next five to 10 years? Let us Help you along the way!

Wealth Creation
Superannuation
Retirement Planning
Life Insurance
Aged Care Financial Advice

Expert advisers to guide you through services.

We use a disciplined approach towards wealth creation, investment, and financial planning.

Minimising Costs

Estate planning is about structuring and managing your investments so they can be transferred smoothly and tax effectively to your beneficiaries in line with your wishes.

Enjoy Peace of Mind

Know that your investments will help your loved ones be financially secure through their lives.

We always make sure that our clients are well-informed when it comes to their financial transactions.  With Financial Advising Resources to Guide Your Decision Making.

Financial Tips

Helping Australians Make Sound Financial Decisions Towards Better Wealth Management Since 2003.

Focused Financial Advice is one of Australia’s trusted financial practices. Established in 2003, we have helped hundreds of families manage their finances and attain peace of mind in their financial future.

As a company privately owned and non-affiliated with any dealer group or financial institution, Focused Financial Advice takes care of your interests, and we understand your financial needs.

Focused Financial Advice is proud to offer vital financial services such as Strategic Financial Advising, Wealth Creation and Investment Planning, Retirement Planning and many others. All these services are delivered by our expert financial Adviser who are duly licensed and certified.

We hope we can help you too.
Sincerely,
Jesse Franks

Sean Yeo

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Newcastle:
Level 1, 136-140 Hunter Street,
Newcastle NSW 2300

Sydney (by appointment):
Level 11, 10 Carrington Street,
Sydney NSW 2000

P: (02) 4032 5672
E: info@focusedfinancial.com.au

AFSL No. 286219
ABN: 52 104 882 028

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General Advice Disclaimer

The information and advice provided on this website have been prepared without consideration of your personal objectives, financial situation, or needs. As this advice is general in nature, it may not be suitable for your individual circumstances.
 
Before acting on this information, you should evaluate its appropriateness in relation to your specific situation. You may wish to seek guidance from a qualified financial professional to ensure that the advice aligns with your particular financial goals and requirements.
 
Making a complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, please call, send an email or write to our office. We aim to resolve complaints immediately, where this is not possible, we will acknowledge your complaint within 48 hours and explain our process to resolve your complaint. If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority (AFCA) on 1800 931 678 or via their website www.afca.org.au

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