21/08/2026
Would your family know where to start?
Where is your original Will? Who holds your life cover? What retirement funds and investments do you have? What debts are outstanding? And who should your family contact if they ever needed help?
We’ve created a Family Financial Emergency Life File to help you organise the important pieces of your financial life in one practical place.
It covers your Will, insurance, retirement funds, investments, property, vehicles, debt, tax information, important contacts and more, with space for you to complete your own details.
Think of it as a roadmap to your financial life for the people you love.
If you’d like a copy, send me a message and I’ll gladly share it with you.