We know how much we value our financial planner. They are always there to help us - with making good financial choices, with our hopes and plans for our future retirement, to ensure that our lifestyle is how we want it to be. We trust them with some of our most confidential information.
And we know they will be there to help our families when tough decisions have to be made - like aged care, or end of life plans.
We all have important documents that our financial planners need, to be able to help us in the most efficient and effective way possible. A list of our assets, our accounts, insurances, legal documents like Trust deeds, Power of Attorney, Wills. Where is all this information? Where are copies of the documents stored? Are they all stored in one secure location? Is it accessible to your most trusted advisor?
Anticipate Life is the place where all this information and more can be stored. Keeping all your information and wishes in one location ensures that neither you nor your loved ones will have to worry in the future about looking for or losing essential documents or details.
Anticipate Life makes it easy to find this information quickly, when needed, by using our digital information locker.
And if your thoughts or circumstances change, you move location, or choose the nomad retirement lifestyle, you can still access, amend and update your information and wishes at any time and that information will flow onto your planner, so there is no need to for additional visits to update information throughout the year.
Use this code if you have already signed up to Anticipate Life: