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.
Identify and eliminate your dangers. Reinforce your strengths. Focus on your opportunities. Ignore negative saboteurs.