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About Estplan

Estplan helps advisers introduce a post retirement service into their offer. An ageing population necessitates the need for a post retirement planning. Traditionally financial advice has centered around wealth accumulation and takes a client to retirement stage. However, increased life expectancy and a wealthy baby boomer population needs to plan for wealth redistribution including estate planning, aged care and succession planning. These services, when done well offer a strategic point of difference for a financial practice. The key is to align strategy with processes that support treating the family as a client and working collaboratively to project manage the client's wealth.

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