Sutherland Shire
 
Financial Planning
Planning for your retirement can begin at any age. The sooner you start the better you will have more opportunities.

Estate Planning

You can't afford to leave your family unprotected. Lucy McKillop & Associates can help you steer your assets safely through difficult times by providing a range of estate planning services including:

Estate Planning Services
We can work with you and/or your solicitor to help you structure a tax-effective estate plan using testamentary trusts and other strategies to protect your assets from unnecessary taxation or the unwelcome claims of others.

Will Referral Service
 We can assist you in planning the transfer of your assets to your family and other beneficiaries in the event of your death.

For more information on Estate Planning, please contact Lucy McKillop & Associates by emailing info@lucymckillop.com or by calling (02) 9542 2904 today.
Personal Protection Portfolio

The Personal Protection Portfolio offers a choice of cover for the following events: death, disablement, serious illness and/or sickness or injury which may prevent you earning an income.

You can choose from a range of products to best suit your personal needs and budget within the one package.


Personal Protection Portfolio includes:
- Life Cover Insurance
- Total & Permanent Disability (TPD) Insurance
- Critical Illness Insurance
- Income Protection Insurance
- Business Expenses Insurance
- Premium Waiver Cover

For more information on the Personal Protection Portfolio, please click here


 
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Lucy McKillop & Associates Financial Planning - Endeavour House Suite 204, 3-5 Stapleton Ave Sutherland NSW 2232
Phone: 02 9542 2904 email: info@lucymckillop.com.au | When you think Financial Planning, know Lucy McKillop & Associates
Supporting the Sutherland Shire