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PLAN FOR WHAT HAPPENS WHEN YOU DIE

SO HERE’S WHAT WE MEAN BY THAT

We’re all going to die, it’s just the timing that is problematic. For most of us, our first thought is for our loved ones when this happens.

Protecting them from financial stress, when the emotional stress is more than enough, is a fundamental responsibility we have. Making sure that they will be secure financially should we be unable to provide for them ourselves is paramount.

We are not just talking about life insurance here. What we also need to have in place is a plan to ensure that our wishes are complied with in terms of passing on our assets when we are no longer around. Wills, superannuation death nominations, Powers of Guardianship, Powers of Attorney etc. are all documents we need to have in place to make this happen, both before we pass on, and after.

As part of any worthwhile financial advice, recommendations as to what is needed need to be provided. After all our aim is to make sure that your goals are met, and for many making provision is a high priority.

We can’t draft legal documents for you, but we can make recommendations as to their content, and refer you to the appropriate experts to get the job done.

LEARN MORE ABOUT FINANCIAL PLANNING

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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