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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Alexmar Pty Ltd
(ABN 34 131 0 21 808 trading as Lyn Eddy Financial is a Corporate  Authorised Representative No 1232782 of Alliance Wealth Pty Ltd.

ABN 93 161 647 007 

AFSL 449221

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The Suites Northshore Hamilton, 371 Macarthur Avenue, Hamilton  Qld 4007

 

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(07) 3368 9085

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0412 710 119

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Alliance Wealth Pty Ltd. ABN 93 161 647 007 trading as Lyn Eddy Financial is an authorised representative of Alliance Wealth Pty Ltd (AFSL 449221).

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Call us today: (07) 3368 9085 or 0412 710 119