Whether you’ve built your wealth through your own life or have been fortunate enough to have received a windfall or inheritance, Three Chairs Estate Planning services can help you plan for the transfer of wealth to your kids, or even your grandchildren.
By understanding your family dynamic, and what your estate planning goals are, we can help you prepare the next generation to understand what your legacy will mean.
Every family has its own set of dynamics and complexities, and multi-generational wealth planning often involves navigating sensitive relationships, varying levels of financial literacy, and long-term tax considerations.
At Three Chairs, our extensive experience in managing these intricate processes ensures that your wealth is transferred smoothly and effectively to the right people at the right time.
To better understand your financial tomorrow — you need to know where you are today. Click on your life stage so we can get an idea of how best we can help…
Our initial meeting is much more than an introduction — it’s an in-depth session to understand your situation and uncover what truly matters.
It’s also your chance to ask us anything.
With a $500+GST upfront fee, we’re committed to delivering real value and complete transparency from the outset.
Wherever you are in your financial journey, we’re here to help you move forward with confidence.
TJP Private Client Services Pty Ltd T/A Three Chairs Financial Services is a Corporate Authorised Representative of Personal Financial Services Ltd ABN26098725145, AFSL 234459, Level 6, 88 Phillip Street, Sydney NSW 2000.
