If you want to ensure your wishes are met after you pass away or are unable to manage your affairs, professional estate planning is vital.
Estate planning can be a complex matter, especially where complex business or investment structures are involved. Traditionally it can involve lawyers, financial advisors, accountants and insurance companies; however there is a better approach.
Fusion Group is uniquely positioned to streamline the estate planning process – our One Lens® approach means we consider every aspect of your financial and personal situation and our in-house specialist teams can create your estate plan with you quickly, reliably and cost effectively.
Specifically, Fusion can assist you with:
- Navigating the complex issues involved from legal through to family matters
- Creation of a will that will ensure your wishes are met
- Strategies for minimising tax liability
- Structuring your affairs for certainty in achieving your desired outcome
NOTICE: Regarding Unsolicited Emails
We have recently learned of unsolicited emails that are being sent out, claiming to be “Fusion Financial Services” which typically contain the subject line “Invoice Is Ready For [Insert Name].”
While the sender may appear to be The Fusion Group, we want to confirm that this is not the case. The email includes a virus in the form of a Word document, claiming to be an invoice from Fusion. In the event that you receive an email that fits this description, close the message immediately and report it as spam.
The Fusion Group
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