More ways we can support you

Estate Planning

No-one likes to think about death, especially their own. But making the time now to determine what should happen later will save your family heartache and hardship. Making a Will is an important part of estate planning, and we can work with you and your lawyer to ensure everything is carefully considered and will work the way you intend. If you don’t have a lawyer yet, we can make recommendations for you.

Do you know which assets your Will can cover, and which may not even be part of your Estate? Assets such as superannuation, your business, and your home, may not form part of your Estate to be directed by your Will, and may go directly to specific beneficiaries. You need to be aware so you can plan with this in mind, which is why a comprehensive Estate Plan is so important, and is so much more than just a Will.

And later… much, much later, when your Will is activated, we can assist your executor & family with your business and financial affairs to help ease a difficult time.

Get ready for the future – call us for your free Estate Planning consultation

Life Organiser

The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

Consider if you had an accident or suffered an illness that prevented you from handling your own affairs for a while… what would happen? Who would keep things running for you? And where would they find all the information they need?

You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials. It also assists the Estate Planning process as everything is included in the one place, ensuring nothing important is missed. Your family will thank you for making the time to do it.

Ready to get organised? – Call us for your Life Organiser

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Everyone needs a coach.

It doesn’t matter if you call it business coaching, life coaching, executive coaching or success coaching. Ultimately it is you as the person, the individual who is making the decisions, that benefits from having a coach who can help you get clearer about your goals and dreams, and how you can achieve them. Coaching can teach you new ways to think and understand why you do what you do, new skills to help you achieve your goals, and to build more productive relationships.

Sasha Prien is a RAPID Results Coach and can help you break through your barriers and achieve your goals. Let’s have a chat about how we can work together.


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