Estate PlanningEstate planning is about the distribution of wealth upon your eventual passing. For most Australians this will mean when beneficiaries are nearing retirement age and (for many) when they least need financial help.
Estate planning does not often include gifting in situations where a beneficiary may benefit from earlier financial assistance. This could be contributing towards the purchase of a property, schooling costs, family holidays, a new car, or a lump sum to help pay down a mortgage for a beneficiary. Before considering a living inheritance, care needs to be taken to ensure your retirement funding is secure particularly during the Active retirement life stage before the distribution of any part of your retirement nest egg. Get clarity on your options today. Book a no-obligation initial consultation using the form on this page. |
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GENERAL ADVICE WARNING
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Davlin Financial Planning Pty Ltd, ABN 68 129 243 223 and David Linco are Authorised Representatives of Consultum Financial Advisers Pty Ltd. AFSL No. 230323, ABN 65 006 373 995.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Davlin Financial Planning Pty Ltd, ABN 68 129 243 223 and David Linco are Authorised Representatives of Consultum Financial Advisers Pty Ltd. AFSL No. 230323, ABN 65 006 373 995.
Why Choose Us?
Decades of experience. Hundreds of happy clients. 80+ five-star reviews on Google & Adviser Ratings.
We're fully licenced & accredited, work with integrity and always put your interests first.
We're fully licenced & accredited, work with integrity and always put your interests first.
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Experienced
In 25+ years in business we've helped clients from all walks of life across all industries. You're in safe hands at Davlin Wealth Management. |
Certified
We are fully qualified & licenced Accountants, Mortgage Brokers & Financial planners, accredited with the respective industry bodies for your peace of mind. |
Trusted
Our many happy clients are proof of our capabilities. Scroll down to read live Google reviews and click here to read reviews from our clients on Adviser Ratings. |
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Get in touchPhone: 02 8445 9999
Email: clientservice@davlin.biz Our LocationsAfter 9 years being located in Thornleigh, we moved in October 2021 to operate virtually and now predominantly meet with clients using Zoom and Microsoft Teams.
For clients in Sydney or when David is travelling, physical meetings can take place at any Wotso office location throughout Australia. Preferred locations are: Manly: 19-21 S Steyne, Manly NSW 2095 Pyrmont: 3/55 Pyrmont Bridge Rd, Pyrmont NSW 2009 Strathfield: Level 1/5 George St, North Strathfield NSW 2137 Davlin Wealth Management Manly
Wotso Manly, 19-21 S Steyne, Manly NSW 2095 |
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