News Update

Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

The Importance of Early Estate Planning

6 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]

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Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN:143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN:657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN:65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

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Estate Planning

Estate planning: living your best life without regrets

The Importance of Early Estate Planning

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