A Financial Planner’s Guide to Minimising Your Legacy Risk

Download this Guide to help you with your legacy planning.

In this guide, you will get the questions we use to guide our clients in:

1. How to plan for leaving assets to Parents

2. How to choose the right executor

3. How to decide on a donee (for Lasting Power of Attorney)

The questions were developed from our collective years of experience in working with clients as they set up plans to provide for their loved ones.

To download fill up the form below and a download link will be sent to your email.

First Name*

Last Name*



By providing your personal data in the field(s) above, you hereby consent to the collection and use of personal data to contact you, by way of telephone calls, SMS/MMS and emails for the purpose of attending to your enquiries. Please ensure that you are the user and/or subscriber of the telephone number(s) and/ or email address(es) provided. We dislike spam as much as you and will never rent or sell your information. By providing your personal data in the above field, you agree to the terms of use.