Money Mechanics with Scott MalcolmMoney Mechanics with Scott Malcolm

Unpacking Wills and Estate Planning with Rebecca Tetlow

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Rebecca Tetlow has dedicated her legal career to estate planning and succession law and is Canberra’s only Accredited Specialist in Wills and Estates law.

Her passion is estate planning and enjoys helping clients, regardless of their circumstances, achieve peace of mind in regard to their estate planning needs. Rebecca works with each of her clients to identify their individual risks and objectives, advise on their options, develop an estate planning strategy and put in place clear, plain English Wills, Enduring Powers of Attorney, Superannuation Death Benefit Nominations and other estate planning documents.

As an expert in estate planning, Rebecca has advised many small to medium business owners, multi-generation family businesses, professionals and high net worth individuals. Rebecca also ensures that all associated entities such as companies, trusts and self-managed superannuation funds are encapsulated as part of a holistic estate plan. In the course of advising on estate planning, Rebecca works closely with her clients’ accountants, financial planners and other advisors to ensure the best outcomes for their mutual clients.

You can connect with Rebecca via LinkedIn or .

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www.scottmalcolm.com.au

 

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Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

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Money Mechanics with Scott Malcolm

As human beings we share a commonality.  We are all born into the financial system in which we live. 
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