(03) 5223 1344
45 Ryrie Street, Geelong 3220

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Succession / Retirement / Estate Planning

  • If you want another family member to take over from you in the business, this will need to planned some years in advance. Mackenzie & Co can help you.
  • Likewise retirement doesn’t happen overnight! We can help you set your goals and work with you to get the best funded retirement for you and your family.
  • Linked in with the above is the question of ESTATE PLANNING. What do you want to happen to your assets when you die? Do have any insurance to pay off debts/loans? Who do you want to have the responsibility/authority to deal with your estate?
  • Have you got a WILL that sets things out the way you want them? Have you appointed someone to be your power of attorney? Discuss these questions with us.

 

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