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Succession Planning

This is essentially planning for your retirement. You may be fooled into thinking that this service is only for the more “mature” individuals, but did you know that it has been proved that the earlier succession planning is put in place, the better it is for you and your family in the long run?

Some of the questions you may ask are: Do I set up trusts to leave something for the children, what are my retirement plans and can I afford to retire, and I cover my debts, do I have a suitable will in place, do I have life insurance and do I know which is the best provider for me?

We can assist you by discussing all these issues, your options and formulate a plan to maximise the return on your hard work.

The benefits of implementing a succession plan EARLY include:

  • You have peace of mind knowing that you affairs are in order
  • You know that your family will be looked after when you’re no longer there to provide for them
  • You can make changes to your investments and assets to increase their value