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Financial Planning

Wills and Estates

Credit Union SA partner with local South Australian law firm, Wallmans Lawyers to offer members a heavily discounted offer for Wills and Estate Planning services.

Wallmans Lawyers have a dedicated Estate Planning section which assists clients with Wills, Powers of Attorney and Advance Care Directives (previously known as Powers of Guardianship) as well as general succession planning, taxation and superannuation issues.

Wallmans offers a heavily discounted deal for our members with single person Wills starting from $295 (including GST) and couple Wills starting from $395 (including GST). You can then add Powers of Attorney and Advance Care Directives as required. Costs include meeting with their Estate lawyers to discuss your assets and circumstances, full drafting and amending of Will and witnessing. Wallmans also stores your Wills free of charge - so there is no need to worry about misplacing it.    

Please call Wallmans Estate Practice on (08) 8235 3046 for further information or to make an appointment (please mention that you are a Credit Union SA member).

It's just another way that Credit Union SA is helping its members to protect their assets.

How we can help you

Many people are aware that they need professional financial advice but are unsure of where to start. Calm Wealth are here to help.

Deposit as little as $5,000 across a wide range of terms - from one month and up to five years.

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