An important question each of us needs to answer at some point in our mid-adult life. Do you REALLY know “what happens to your money when you die?”. It is surprising that 40% of Australians die without a will in place! If you’re reading this today consider it a sign to understand the process of Estate Planning 101.
There are 3 main principles revolving around estate planning 101. In your mid-adult life, please pray and plan an introduction, put this in your life radar. Do not pass the age of 40 without this plan. As a financial counsellor, I tell my clients to focus their estate plan on having 3 important areas: having the right amount of money, in the right hands, at exactly the right time.
One of the most exciting topics I would like to discuss is Estate Planning 101. Statistically, a topic that most people would not think about, but 100% of us really need to plan on what happens to our money WHEN we die. Similar to birth, and taxes, our death needs a plan.
Without an estate plan, The government will step in to manage your money according to law. Protect your family as early as you can and ensure they are all set by your hard-earned money.
We have a special course to help you plan your estate.
Too often most of us spend the first half of our lives scrambling; building a career, buying a home, starting a family that it can be easy to lose sight of the purpose that God had for us. This course will help you get your finances on the trajectory of financial independence, without losing your God dependence, and reignite your purpose for your second half!
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