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Meet EWL,

Financial Estate Planning Experts in Sydney

At EWL Financial Planning we aim to provide holistic financial planning.  It is our philosophy that the cornerstone of any good financial plan is Estate Planning.   Will the wealth in your estate go to who you want, when you want, in a tax effective manner?   We help you understand the major components to an estate plan, including having a current and valid Will, appointing a Power of Attorney and Enduring Guardianship, as well as discussing the potential benefits of setting up a Testamentary Trust.   We always recommend talking to your solicitor before implementing your estate plan.  We have a distinguished history of building wealth for our clients via financial estate plans. Contact EWL Financial Planning today regarding financial estate planning solutions in Sydney and surrounds.


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Back to our range of Estate Solutions

EWL Financial Planning also has solutions for:

  • Retirement
  • Professionals
  • Families
  • Aged Care