OUR EXPERTISE

Estate Planning

Estate Planning

Are you and your loved ones Protected?

Knowing what we know about the importance of Estate Planning for every step-in life, we partner with Yodal to facilitate

a simple process for ensuring your wishes for the future are honoured.


A once long and complex process is now timely,

simple and streamlined.


The entire Estate Planning process is pulled together into the Yodal platform – from the initial client needs assessment

and document recommendations, to the client questionnaire capturing your wishes, right through to the provision of template documents delivered directly to your own lawyer for review and finalisation

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Our process

Discuss your needs with us

Acro Wealth Management

engages with you to

better understand your

circumstances, needs

and wishes.

Document Recommendation and Quote

Based on your

requirements, Acro

Wealth Management

provides you with a list of

recommendations and a

quote.

The quote is a fixed, flat

fee (inclusive of the

lawyer cost) to have

your entire Estate Plan

completed.

Accept and Payment

If you wish to proceed,

your intent is confirmed

through Acro Wealth

Management.

Payment of the fixed

fee is remitted.

Data Collection

Acro Wealth Management

coordinates any

additional information or

specific requests in Yodal,

to ensure your wishes are

accurately represented

and honoured.

Finalize with a Lawyer

The matter is forwarded

to our trusted legal

partners to be reviewed.

Your final Estate

Planning documents

are completed.

Acro Wealth

Management engages

with you to facilitate

the final execution of

your Estate Planning

documents.

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IMPORTANT NOTICE: The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs. Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs. If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service. Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000.

© 2020 Acro Wealth Management

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