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 CFS Solutions 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:
We offer a wide range of services to help you run your business as effectively and as stress free as possible.
We are in a great position to provide our clients with a choice of lending products to suit their needs.
Need help with GST and tax returns? Our team can assist you with all your taxation needs.
Office Location
Level 1, Suite 9B enter via (Foyer B), 151 Herdsman Parade
Wembley WA 6014, Australia
Postal Address
PO BOX 184, Floreat, WA 6014, Australia
Phone 0892088444
If you would like to meet with one of our team members to discuss your financial needs, please feel free to book an appointment with us.