Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Andrew Brian Potts
Director and Financial Planner
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning (1-5).
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014.
Andrew is an Authorised Representative of Shartru Wealth Management Pty Ltd. He specialises in Superannuation, Risk Insurance and Investment Strategies. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Brian Potts is an authorised representative (468035) of Shartru Wealth Management Pty Ltd (AFSL 422409).