We would all rather not think about the “what if’s” of life. If the worst should happen, what happens to your business, super or your debt? Do you need to set up a Trust? Who will take care for the children?

If you haven’t organised your Will, & want a simple & cost effective solution. Well this is the package for you.

The Peace of Mind package is an add on to the Getting Started package.

We build on risk management advice provided during the Getting Started process and create and ‘Estate Plan’ designed to protect your family from the financial impact of unexpected events.

This additional service ensures that sorting out your estate is a simple and inexpensive process.

GET ORGANISED - The Getting Started package will motivate and encourage you to become financially well organised. The Peace of Mind package adds the additional security of an Estate Plan or Will.

* The Fine Print: The Peace of Mind Package includes 5 hours of meetings and documentation. More complex cases may not be suitable for the Peace of Mind Package. The Peace of Mind Package provides a complete plan for your estate. It does not include the drafting of you will, but we can arrange that for you.