Some of the basic steps in planning for in case something happens to me
- Have a will… Here is an online will service Online will
- Review personal insurances
- 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
- Review all of these every three years
Call us on 83374460 for advice and planning your if something should happen situation.