Estplan Information

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Estplan helps advisers introduce a post retirement service into their offer. An ageing population necessitates the need for a post retirement planning. Traditionally financial advice has centered around wealth accumulation and takes a client to retirement stage. However, increased life expectancy and a wealthy baby boomer population needs to plan for wealth redistribution including estate planning, aged care and succession planning. These services, when done well offer a strategic point of difference for a financial practice. The key is to align strategy with processes that support treating the family as a client and working collaboratively to project manage the client's wealth.

Website	http://www.estplan.com.au
Revenue	$2 million
Employees	4 (2 on RocketReach)
Address	PO Box 2195, Moorabbin, Victoria 3189, AU
Phone	+61 1300 378 752
Technologies	Microsoft Outlook , Microsoft Exchange Online (view technologies)
Industry	Financial Services, Accounting & Accounting Services, Business Services
Keywords	Retirement Planning, Retirement Advice, Retirement Solutions, Financial Planning, Retirement Income, Retirement Strategies, Wealth Management, Pension Planning, Financial Advice, Retirement Transition, Retirement Investments, Estate Planning, Superannuation Advice, Asset Protection, Aged Care Planning, Long Term Care, Legacy Planning, Estate Administration, Elder Care Planning
Competitors	Aurora Projects, Rider Levett Bucknall, GHD, Aurecon, Hansen Bailey, Worley Sweden, KBR, Inc., Beca, SMEC, Hatch +30 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 87 Companies
NAICS	NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5416 Companies, NAICS Code 541611 Companies, NAICS Code 54161 Companies