We uncover your legacy intent and facilitate its implementation.

Research shows that around 95% of estates suffer from a badly constructed or non-existent legacy plan. This is despite the best of intentions and established relationships with professional advisors.

This sizeable group is disadvantaged from a lack of a plan to suitably direct assets. This outcome has been measured to represent, on average, a low 18% Legacy Efficiency™. In other words, there is a risk that only 18% of your potential wealth will correctly transition in line with your intentions.

On the other end of the scale, only 1% of families have total security, simplicity and certainty in regards to the transfer of their legacy. Obviously, this special group who achieve 100% Legacy Efficiency™ provide a safe and confident outcome for their loved ones and beneficiaries.

So, how do you transition from the inefficient and unfortunate group at the bottom and elevate to the carefree, confident and abundant group at the top? That’s ‘The Missing Structure’.

We created The Peace of Mind Plan™, a five step process, to help maximise your Legacy Efficiency™. We will help to ensure that your legacy is honoured and that the right money goes to the right people at the right time.

Are you prepared for the inevitable? You and your family deserve peace of mind. For some thought promoting information refer to our easy to answer questionnaire.

The 12 most diagnosed dangers

The Deferral Dilemma™

The Deferral Dilemma™


The tendency to put off taking action or allocating effort towards a beneficial result.
The Pompous Presumption™

The Pompous Presumption™


Over-confidence and a superior inference that all has been taken care of. Often based on money spent or attitude of existing advisors.
The Unaware2 Trap™

The Unaware2 Trap™


The problem isn't the problem, it is not knowing what the problem is. You may be unaware of what you don’t know.
The Delinquent Documents™

The Delinquent Documents™


Many of your existing documents and agreements may be out of date, ineffective, lost or non-existent.
The Step Sibling Seepage™

The Step Sibling Seepage™


Due to a high portion of second marriages, existing children may be disadvantaged by poor planning and large or unfair distribution to outside family members.
The Business Partner from Hell™

The Business Partner from Hell™


Would you like to be in business with your partner’s wife’s next husband, partner, solicitor or other ‘well meaning’ family friend?
The Unintended Trifecta™

The Unintended Trifecta™


Is it possible that in regard to the legacy you wish to leave, the wrong amount of money may end up in the wrong hands or at the wrong time?
The Leaky Funnel Syndrome™

The Leaky Funnel Syndrome™


Inadequate planning may mean that the tax department, banks, creditors and business partners may drain the pond before your loved ones are able to drink.
The Invincibility Delusion™

The Invincibility Delusion™


Many of us believe it will always happen to the other guy! We think we are bullet proof and that time is on our side. Then it is too late.
The Anna-Nicole Syndrome™

The Anna-Nicole Syndrome™


When one spouse dies or separates, the remaining partner may be at risk from unwise and economically unsound new relationships.
The Beneficiary Bungle™

The Beneficiary Bungle™


The simplest oversights or mistakes on financial documents and beneficiary forms may have significantly dire consequences.
The Flawed Intelligence Cynic™

The Flawed Intelligence Cynic™


Oxygen thieves who either don't love their families, or would rather they ‘did it tough’. An attitude of ‘sort it out themselves’. We don't deal with F. I. C's.

The 12 obvious opportunities

The Right3 Ideal™

The Right3 Ideal™


To ensure the right money goes to the right people at the right time, thereby providing harmony, certainty, confidence and security to your family, business partners and beneficiaries.
The Legacy Maximiser™

The Legacy Maximiser™


A process to ensure that the level of wealth transfer you dream of is created irrespective of the levels of wealth generated.
The Vault™

The Vault™


A powerful personal electronic warehouse which stores and manages your documents securely
The Dear Mary Letter™

The Dear Mary Letter™


The presence of clear, concise instructions as to: Who to talk with, whom to trust. What you own and owe. Where the money comes from. What to do, and what you want for them.
The Family Consensus™

The Family Consensus™


Being in the confident position of having discussed needs, wants and outcomes with all family members.
The Evolution Toolbox™

The Evolution Toolbox™


An armoury of additional tools that may not be specific to each community member’s requirements but are offered as ‘add-ons’ to ensure the effectiveness of the implementation of your estate transition plan.
The Self-Destructing Debt™

The Self-Destructing Debt™


Certainty and comfort gained through implementation of a debt coverage plan that marries exposure to self destructing debt with an appropriate protection plan.
EziWill.com

EziWill.com


A simple, fast 3 step process, to help you create your legacy and one-page Will, helping to ensure your legacy is honoured and the right money goes to the right people at the right time.
The Blissful Unawareness Checklist™

The Blissful Unawareness Checklist™


An initial checklist for when you think it is all OK. Significant questions to ensure you have all bases covered.
The Saving Grace™

The Saving Grace™


A folder for those left behind that provides the tools, documents and contacts to attain the financial security you have established.
The Live Well Leave Well Legacy™

The Live Well Leave Well Legacy™


The ability to live well and enjoy your success. But just as importantly, to plan smartly to ensure your wealth transfer is maximised. Plan to ensure what you have created is left effectively and ‘well’ to those you care for.
The Good Mates Guidance™

The Good Mates Guidance™


Accept the prompt that you’re not invincible and allow a friend to provide advice. Open your mind to other options and don’t put off ensuring your loved ones’ security.

The 6 superior strengths

The Legacy Efficiency Score™

The Legacy Efficiency Score™


The understanding of your current position allows you to take positive actions to improve your outcomes.
The Tactical Team™

The Tactical Team™


A team of professionals working toward the achievement of your goals, selected because of their superior ability in each specialized area.
The Fundamental Foundations™

The Fundamental Foundations™


Consideration and documenting of the key issues surrounding the successful implementation of your estate transition plan.
The Proper Intent™

The Proper Intent™


Fostering the grace and integrity to ensure that you have a properly implemented plan in place for your family and loved ones.
The Privileged Position™

The Privileged Position™


The financial capability and present opportunity to logically and strategically prepare for your orderly estate transition while you are in a sound state of mind to do so.
The Legacy Solution™

The Legacy Solution™


Maximisation, enhancement and protection of your estate so that your debts will not outlast you and your estate is maximised.

The 6 significant saboteurs

The Deferral Dilemma™

The Deferral Dilemma™


The tendency to put off taking action or allocating effort towards a beneficial result. The Invincibility Delusion™ plays in this space too
The Frugal Fault™

The Frugal Fault™


Refer to the story, ‘an ounce of prevention ...’ Considering the size and substance of your legacy, a small percentage to ensure certainty, simplicity, significance and security is a wise and profitable investment.
The Territory Trespass Trauma™

The Territory Trespass Trauma™


Many professional advisors suffer this when we turn up. They feel their status is threatened and become defensive for not having acted completely on these issues already. They will then dismiss our capability and tell you we are not required. This usually occurs when you are good friends with your advisors.
The China Syndrome™

The China Syndrome™


Copyright or copy correctly? There will always be others who try to copy our services (the greatest form of flattery!), however, you will find that our unique and evolutionary processes will always provide a thorough result and will evolve for your benefit ahead of the imitations.
The Condescending Counsel™

The Condescending Counsel™


Because of the longevity of your relationship with existing advisors and their embarrassment of not having done this already, they will look down their nose and belittle our process. Smart advisors will embrace our involvement and put your outcomes ahead of their egos.
The Motivated D. I. Y. Participant™

The Motivated D. I. Y. Participant™


Very occasionally a spouse may volunteer to ‘sort it out’ to save our fee. These people not only ‘save our fee’ but also save themselves from addressing the hard core issues - the ones we all avoid. They miss out on the wisdom of our rigorous processes and fall into the Blissfully Unaware Trap.