Plan your legacy and provide assurance for your loved ones.
When you’ve been retired for a long period, and you’ve enjoyed time to yourself, you start to think of others: your family, your friends, or causes in the community that are close to your heart.
You’ve worked hard throughout life to accumulate wealth and assets that you have. With some planning and preparation—and a little help—now’s the time to ensure the people or causes you care about most are looked after. Now’s the time to think about how you wish to pass on your wealth to your loved ones and the causes close to your heart; putting money aside for a fitting celebration of your life, protecting your family against inheriting costs associated with your funeral.
We’re here to help with your options;