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LEGACY

We listen to your needs, and carefully prepare for you and those around you, should the unforeseen eventuate.

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We consider your personal and family affairs, and strategise with specialist lawyers and accountants that may assist in the following scenarios:

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  • New partner

  • Separation/divorce

  • Child beneficiaries

  • Adult beneficiaries

  • Business interests

  • Pensions

  • Illness/loss of a loved one

  • Disability

  • Inheritance

  • Outstanding loans

  • Tax efficiencies

  • ​Legal issues

  • Investments

  • Superannuation proceeds

  • SMSF obligations

  • Insurance payouts

  • Wills

  • Powers of attorney

  • Guardianship

  • Trust obligations

Building wealth foundations

through tailored financial planning

©2019 by www.foundationsfirstwealth.com.au

Judy Chew and Foundations First Wealth Partners Pty Ltd are Authorised Representatives of Synchron, AFS Licence No. 243313.

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The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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Please refer to our Privacy Policy 

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