7 Steps of The Financial Plan

When planning for the future, it’s important to create a plan that excites you, is meaningful and importantly is written down.

Plan Your Legacy

Legacy is about how we want to be remembered and what lessons we can pass onto the next generation. It’s so much more than a tax efficient inheritance cheque.


  • Do your actions teach your children and others the value of money and the importance of delayed gratification?
  • Do you have written Wills and are they up to date?
  • Is your life insurance written into Trust?
  • Have you discussed legacy with those closest to you?
  • Do you have Lasting Powers of Attorney?
  • Do you have a plan for gifting?
  • Do you know/have a plan for minimising Inheritance Tax?