legacy box

As part of our holistic service we offer a special one-of-a-kind compendium containing the history of you.
EVER HAVE THOSE MOMENTS

…when you wake up in the middle of the night and worry about what would happen if you died or were unable to communicate?

IT’S NOT NECESSARILY JUST THE BIG QUESTIONS

It’s not necessarily just the big questions, like who would look after the kids or pay the mortgage. Often it’s the small stuff that only you know about, everything from the name of your accountant to your bank and computer passwords.

 

Sometimes it’s stuff you haven’t even thought of yet, but will become important in your absence. Things like the music you want played at your funeral, to what you’d like done with your social media accounts.

legacy box

Set your mind at ease and make life smoother for your family and friends if something should go wrong.
REFERRAL PROGRAMME

REFER A
FRIEND

To say thanks for thinking of us we would like to offer you a prezzy card for any of your friends, colleagues or family that you send our way. 

Do you know someone who recently:

  • Got Married (or is in a long term relationship)
  • Had a baby
  • Received a promotion
  • Purchased a home or property
  • Had changes in their business structure
  • Has no relationship with their existing advisor
  • Is uncertain of the insurances they have in place

*For every client you refer to me that becomes a client and takes out insurance.

FILL US IN: