As part of the holistic approach to her client’s overall financial position, Lyn Eddy ensures that her clients are aware of the importance of having the appropriate documents in place.  These would typically involve the following:

  • Wills
  • Enduring Powers of Attorney
  • Advanced Health Directives
  • Testamentary Trusts 

 

While Lyn Eddy Financial does not provide specific advice in this regard, Lyn can recommend specialist legal advice.

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Estate Planning

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We can help you with a range of financial services.

About Us

 

Lyn Eddy runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

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PO Box 644 Hamilton Central QLD 4007

 

Call us today:

(07) 3868 3287

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0412 710 119

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General Advice Warning

 

The information/advice provided in this website is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs.

 

Before acting on anything on this website you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to any products mentioned, before deciding whether to acquire any products.

Alexmar Pty Ltd ABN 34 131021808 trading as Lyn Eddy Financial is an authorised representative of AIW Dealer Services Pty Ltd (AFSL 414256).

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Call us today: (07) 3868 3287 or 0412 710 119