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Welcome to your Estate Planning Fact Find

Cost Savings for accountantsGPS Clients

Depending on the State or Territory you reside in, the cost for Australian Executor Trustees' services has been reduced from between 0% – 64% of the normal retail fee, for moneyGPS clients.

3 Easy Steps to Receive Advice

Step 1

Select your respective State or Territory of residence, to complete the correct Fact Find. Please note that the fixed price fee schedule is also available for all States & Territories-covering all advice and documentation.

Step 1

When you complete your Fact-Find, save the document for your records, and then upload it before you click on the “Complete’ button which will send the Fact Find to Australian Executors Trustees(AET), a copy to moneyGPS and to your email address.

Step 3

An AET specialist Estate Planning Lawyer will review the document, and call to arrange a no-obligation time to meet and discuss your requirements.

Select your respective State or Territory of residence

Planning Fact Find
Name
Name
Maximum upload size: 2MB

Please note: Tasmanian Residents – please use the Victorian Fact Find.
ACT Residents – please use the NSW Fact Find.

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AFSL: 247344 | ABN: 76 003 624 888

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VIC, 3000, Australia

Disclaimer

moneyGPS as trading name for Fiduciary Financial Services Pty Ltd ABN 76 003 624 888, AFSL 247344 has partnered with Top Docs ABN 120 601 372 and Australian Executor Trustees Limited ABN 84 007 869 794, AFSL 240023 to provide Wills and Estate Planning services. This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice provided regarding your own objectives, financial situation and needs before making any financial decisions. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.