Making sure you’re ready for what might come next
You’re likely to be retired and enjoying the freedom associated with it. You may be an avid traveller, visiting far flung places like Machu Picchu or New Zealand. You’re also as likely to be helping your kids with some of their childcare needs. You have the time to do all these things. Your mind may also be thinking towards the future and about how things could change. This may be due to your health or the health of your other half. You could have concerns about what will happen when you’re not here , or able to make decisions about your money. You might be feeling that you want to retain control of your affairs but to make sure that things are set up the way you want, in case the worst happens at the time you least expect it.
How we help
We will work with you to help arrange the most appropriate structures to make sure you know what will happen to your money should you die, be unable to make decisions or need to use assisted care. We will advise you on the options available to you.
This will help you to make an informed decision about your money and future. It will help provide you with peace of mind and clarity.
We will make sure that as life changes, the money you have saved up over the years and then spent (some of it anyway) is conserved as much as possible for the benefit of you and whoever else you want to benefit from it.
