Estate Planning
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Trevor Boyle
Director and Financial Planner
Trevor has over 20 years experience in the financial services industry, including a long standing position with one of our major banks where he was consistently rated in the top four financial planners in Australia.
In early March 2008, Trevor established Quay Financial planning in Geelong which offers traditional financial planning services specialising in retirement planning. Quay Financial Planning is the first and only financial planning practice in Geelong to offer a formal retirement counselling process and service to its clientele.
Trevor has extensive experience providing strategic planning advice and ongoing service to clients in various stages of their lives, ranging from those beginning their careers, families of all ages, retirees, companies and businesses both small and large.
Trevor has a unique ability to translate complicated financial planning concepts into a language others can understand and is passionate about educating and helping others. Trevor is a co-owner and developer of an educational board game called “Mazerro – Where Kids Learn to Master Money” which teaches children money handling skills and concepts. Mazerro was featured on the “Today Show” by Channel 9 finance expert Ross Greenwood and has been purchased by the public across Australia. Access to “Mazerro” is available via Quay Financial Planning’s website
Trevor Boyle is an authorised representative (322857) of Rimbal Investment Services Pty Ltd (AFSL 472548).