Estate Planning provides you with an important safety net to protect your family while preserving the value of your assets and, the legacy of your business vision.
How would your family and loved ones be impacted by your passing? Would your assets be distributed the way you want, or would your estate be whittled away by taxes and costly legal challenges? Ask your Green Team Finance Broker about proven Estate Planning facilitation to suit your circumstances.
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Estate Planning provides you with an important safety net to protect your family while preserving the value of your assets and, in many cases, the legacy of your business vision.
How would your family and loved ones be impacted if you were to pass away? Would your assets be distributed the way you want, or would your estate be whittled away by taxes and costly legal challenges?
An effective Estate Plan maximises the value of your assets by:
If you don’t have an Estate Plan or your circumstances have changed due to marriage, separation, divorce or perhaps the birth of a child, it is important to get your Estate Plan sorted, now!
Our recommended advisers will work with you to develop a comprehensive Estate Plan that ensures your final wishes are carried out. We also work with a professional panel of legal experts who can facilitate the establishment of your Will and the appointment of Power of Attorneys.
Where possible they may be able to package this service, so your adviser fee includes relevant Estate Planning without the need for additional appointments or solicitor bills. They can organise the lot. Now that’s refreshing!
Additionally, as a priority Green Finance Group client, you’ll have a full team of experts on your side as needed, experienced finance specialists with diverse backgrounds in commercial, residential, and equipment finance. We also have excellent relationships with accountants, solicitors, valuers, even lenders, that often allow us priority service and additional client benefits.
How does the facilitation process work?
The Estate Planning Facilitation Service is provided via our preferred advisers at Personal Risk Professionals (PRP). Click here for more information.
Whether you need a full financial assessment or simply want some direction simply click the button below and an experienced adviser will be in touch shortly.
Daniel’s true talent lies in his ability to make a complex process run smoothly. He is always thinking ahead, never complacent, and is continuously looking for something that little bit better.
Recently he assisted me to refinance my business lending with a new financier and better conditions, and most importantly, allowing scope for future developments.
I have trust in his ability, and his commitment to my business and me. It isn’t a transactional relationship, it’s more of a partnership, and that’s how successful business should be done.
I contacted Daniel to help me to obtain finance for a multi million dollar commercial property acquisition.
I found Daniel and his team to be very professional, helpful and I felt that my business was important to them and not just a number as is often the case when dealing with larger financial institutions.
I felt that that Daniel and his team provided an easy and convenient conduit to connect me with the most appropriate and competitive finance options that met my needs.
Thanks Daniel and your team.
I purchased my very first childcare centre at 28 years of age, and it simply would not have been possible without Daniel Green's assistance to secure the finance I needed. I had what I thought was a good plan and over 11 years' experience working in childcare centres, (having worked my way up from educator to centre director for two successful centres), yet several banks would not even consider my application. People often ask me how I did it and I can honestly say it wouldn't have been possible without Daniel's guidance, and more than that, his absolute belief in me. Over a period of 12 months, he helped me to refine my goals, cement my business plan and ultimately improve my purchasing position. His reputation within the finance industry is well known but I think his first-hand business knowledge within the childcare industry, having co-owned several centres himself, sets him apart from other finance brokers and makes him an incredible business ally when dealing with banks. Additionally, the team of people around him are equally as impressive and Andrew from Green Wealth and Insurance was able to sort out all my personal insurance needs. This team are my go-to when it comes to anything finance related and I know they'll be by my side when I'm ready to expand into my 2nd childcare centre. Thank you so much.
