Some of the basic steps in planning for in case something happens to me

  1. Have a will… Here is an online will service Online will
  2. Review personal insurances such as life insurance, income protection insurance, health insurances.
  3. Create a document summarising your financial affairs
    bank accounts, investments, what to cancel subscriptions, social media passwords, who to let know. I used this one www.lifeandbeyond.com.au
  4. Review all of these eat least every three years or when significant financial changes occur.

Call us on 83374460 for advice and planning your if something should happen situation.