Estate Planning

Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.

It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.

Mick Steffan

Director and Financial Planner

Mick has been in the financial Industry since 1994 and has been giving financial advice to clients and businesses in Geraldton and the Midwest since 1999.

His advice to clients commenced as an authorised representative of Garvan Financial Planning (MLC) at Norm Jupp Financial Services, followed by the start up of his own business, Lifecare Financial Planning which resulted in a partnership with Dave Moustaka of Lifetime Financial Planning. However, in 2004 Mick returned to Norm Jupp Financial Services as senior adviser and business manager.

Besides giving financial planning advice Mick was also active in advising businesses with business planning, development and support. Some of the Geraldton businesses you may be familiar with are: Sunwest Plumbing, S&R Plumbing and Gas, and Joe Sadowski Financial Planning.

After work, Mick was active in a number of volunteer organisations including the Geraldton Volunteer Sea Rescue (training and support), the Geraldton Windsurfing Club (president and treasurer), the Coronation Windfarm and the workgroups of beautifying Coronation Beach and Point Moore.

Mick Steffan is an authorised representative (243608) of Dover Financial Advisers Pty Ltd (AFSL 307248).

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