• Peace of Mind

    Feeling pressure to keep up with all your obligations? Let us show you how to reduce the stress caused by life’s tax and financial challenges and the ways that can restore the balance back into your life and improve your well being!

    Read more...

  • Start today

    As people can now expect to live to more than 80 years, you want your retirement income to last at least as long as you. It's never too late or early to start preparing for your retirement. So let us show you how to find the right strategy to preserve your hard earned savings as long as possible whilst maximizing any government entitlements too.

    Read more...

  • Health Care Industries

    Helping those helping others is what we take pride in. Many of our client's are in the Health and Aged care services.

    Read more...

  • Professional team

    Our staff are highly trained and dedicated to high standards and care about doing things right!

    Read more...

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Aware Financial Services we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Back to Services




Aware Financial Services Pty Ltd
ABN 50 100 070 522
Corporate Authorised representative #324315
30 Jubilee Avenue, Carlton NSW 2218

Copyright Aware Financial Services Pty Ltd © | Disclaimer | Site Map | Online software for accountants by Wolters Kluwer