#58 – Combining Legacy and Prosperity - Stefan Manche, Wills, Estates & Succession - Coulter Legal

Stefan Manche is a Principal Lawyer and Head of Wills, Estates and Succession Planning team at Coulter Legal.

Jay explores Stefan’s Maltese origins and the work ethic and values instilled in him by his parents that allowed him to develop his legal career alongside a growing family.

Having joined Coulter Legal in May 2020, Stefan brings with him significant expertise in wills, succession planning and estate disputes, but also an enthusiasm and purpose to change the face of estate planning advice and service in Geelong, Melbourne, and the Surf Coast.

Jay and Stefan discuss the vital intersection between Financial and Estate Planning and the value this brings to clients who demand a modern, wholistic and team-oriented approach to advice.

https://www.coulterlegal.com.au/wills-estates-planning/essentials/
https://www.instagram.com/coulter_legal/

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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