Wealth Management Consultant Andrew Andreyev Invites You To Take ‘A Mid-Life Legal Check-up’

Wealth Management consultant Andrew Andreyev from ‘Owl and Squirrel,’ an Adelaide based firm is a professional in Wills, Estate planning and Wealth Transfer Management.

Andrew will conduct what they term, ‘A Mid-Life Legal Check-up’ which is comprehensively structured to review the estate and succession planning issues that affect your family, investments and business affairs.

In addressing your circumstance, Andrew will address:

* How and why you have acquired business and investment assets

*That any legal structures put in place focus on commercial certainty and flexibility, tax efficiency and asset protection

*The structures that hold and build your wealth provide as much asset protection as possible and they take into consideration estate, succession and tax planning issues

* How you are going to dispose of your wealth, both during your lifetime if you choose, and on your death. This also addresses the impact of tax laws on the disposal of those assets

* An ongoing plan to monitor and adjust your requirements as your personal circumstances and life issues change

To make an initial enquiry with Andrew simply use the form below and he will reply to your enquiry within 24 hours – (Business days)

There is no fee to do this

A good although not necessary part of providing such services, should you then wish to meet and use Andrew’s services, is that he confidently and proudly offers a complete and Full Refund on any service fee charged if you are not completely satisfied.

Professional Wealth Management Resources Enquiry - Adelaide

Please note that all fields followed by an asterisk must be filled in.
A) Protection of Assets
B) Wills and Estate Planning
C) The acquisition of wealth
D) The protection of wealth
E) The transfer and disposal of wealth

Please enter the word that you see below.

  



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