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Family time is important to me and my Life Partner.


Managing finances effectively is important to us.


Finding time to focus on personal financial life goals is difficult.


Supervision and coordination of all professional advice needs would be helpful.


Lack of transparency and trust of advisers worries us.


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Questionnaire Result

Your score suggests you may not be ready now to consider the need for help with your personal affairs.

Should your circumstances change, please contact us for a free and confidential consultation.

There are key areas of your life you cannot delegate, such as all aspects of Physical, Health, Relationships and Career.

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Questionnaire Result

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What is missing in Life that is important to You?

Happiness can be measured by the amount of discretionary time you have at your disposal. 

How can you and your Life Partner maintain your individuality, consistent with your values?

Clarity of your plans aligned with logical timeframes, and a disciplined approach to keep you accountable, are essential for achieving quality outcomes!

Get started now to learn how you and your Life Partner can source help to realise your visions with a financial roadmap linked to a longevity plan!

HELPING YOU PROTECT YOURSELF FROM YOU, AND KEEPING YOU ACCOUNTABLE, ARE OUR CHALLENGING TASKS!

Murray McLean

 

 

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