OUR EXPERTISE
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