WHEN YOU HAVE ASSETS
You need to put steps into place to protect those assets, and your ability to reach those day to day goals, together with your long term goals.
SAFE DEPOSIT BOX FACILITY:
Important documents will start to proliferate, and you will want to keep them safe. Often not at home just in case of fire & theft, not at work, for privacy reasons.
This is exactly why Announcer has a Safe Deposit Box resource for our clients.
Held in the safes of a major bank, you can gain access to your documents when you wish to, but know that those passports, home ownership documents, wills, shares and other important documents are well cared for. Total peace of mind.
WILLS & ESTATE PLANNING:
It’s not the kind of thing we enjoy talking about, we know. But knowing you have everything in place & completely sorted out professionally, makes an enormous difference.
No other Financial Planning organisation takes Estate Planning quite as seriously as we do. It’s integral to a true strategy and long term plan.
INSURANCE & RISK MANAGEMENT:
Every strategy will have an element of this in it, however it will be based on your particular needs, and will be recommended specifically to your needs.