REFINED WEALTH
accounting | finance broking | insurance
Many people leave themselves exposed in business because they fear the complexities of Trusts and Estates. Refined Wealth will alleviate many of the misconceptions about protective structures and can advise on a range of trusts.
What’s The Right Choice In Trust For You
Where the trustee decides, which beneficiaries should receive income or capital distribution from the trust and to what extent.
Nominate beneficiaries who would like to hold units in a trust to receive a set proportion of the income or capital distribution from the trust, much like a company.
Protect your assets while providing access to many effective wealth acceleration and estate planning strategies.
As part of your Will, a testamentary trust can assist in safeguarding all or a portion of your estate.