There is more to Legacy than money. Legacy is about values, family and continuity.

It’s important to have not just a well thought out estate plan, but one that is communicated effectively to the next generation so that there is clarity rather than confusion.

 We have partnered with Tom Deans Ph.D – bestselling author of “Willing Wisdom” and “Every Family’s Business” to provide you with free access to the Willing Wisdom Index™. This will produce your own personalised report and checklist.

This index answers two very important questions:

• Are your estate prepared for your family?
• Are your family prepared for your estate?

This 100% confidential report assesses the health of your estate plan. Only you will see your results unless you choose to share it with us. The Willing Wisdom Index™ takes only 10-15 minutes and has nothing to do with investments, but everything to do with your most valuable asset – your family.

To complete your Willing Wisdom Index™ and receive your free Estate Planning Report, simply click below!

We also encourage you to share this link with any family or friends that you think would benefit.