Client Login ↗

SELF-CHECK · PERSONAL AND FAMILY

Are your family's affairs getting complicated?
Six signs to check, in two minutes.

A quick check for families with a business, property, trusts or super to think about. It shows where you sit, and what usually helps next.

Start the check

THE SELF-CHECK

Answer yes or no.

Think about where things stand for you and your family today. Nobody sees your answers.

  1. 01
    Your money sits in more than one structure

    A business in a company or trust, property in different names, a self-managed super fund.

  2. 02
    Something big is coming in the next few years

    Buying or selling a business, growing it, retiring, or passing it on.

  3. 03
    You're not sure what happens if something happens to you

    Whether there's a current will, who would act if you couldn't, and whether cover is in place.

  4. 04
    Your partner wouldn't know where everything is

    Wills, policies, accounts and statements spread across emails, computers and different offices, with no single list.

    Read the guide

  5. 05
    Retirement is getting closer, and nobody's joined up the plan

    When the home loan is paid off, what super will be there, and who's looking at it with you.

  6. 06
    It's taking more of your headspace than it should

    Decisions put off, weekends on paperwork, less time for the life you're working for.

Start again

This check doesn't ask whether your will, super or cover are right. Only your professionals can tell you that. It asks whether the pieces are connected, and whether anyone is looking at the whole picture.

WHAT HELPS

Three steps that help,
whatever your score.

The same three steps.
Your situation sets the detail.

01 · STRUCTURE

Work out what you have and who looks after it.

List every structure, property and professional, and what each one is doing. Write it down.

02 · CONNECT

Get everyone working to one plan.

Your accountant, adviser and lawyer know what the others have done. Nothing changes in one place without the others knowing.

03 · MAINTAIN

Keep it current until it's done.

Things change. Keep the plan and the papers in one place your family can find, so nothing restarts from scratch.

If you scored 0 or 1, your accountant or adviser may well cover this. From 2 up, it usually helps to have one person whose job is keeping it all connected.

WHAT BRINGS FAMILIES IN

Nothing has to be going wrong.

Wanting it organised is reason enough. These are the moments people usually get in touch.

Run a health practice? Take the practice self-check

Not sure if you need us?

A short walkthrough will tell you.

You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.

Arrange a walkthrough

Clients across Australia. Most walkthroughs are by video.

WHAT HAPPENS IN A WALKTHROUGH

  1. 01

    We listen

    Your situation, in your words, and who's already involved.

  2. 02

    We map it

    What needs to happen, who does it, and in what order.

  3. 03

    You decide

    Whether to go further with us, or carry it on yourself.

FOR ACCOUNTANTS, ADVISERS AND BANKERS

You give the advice.
We run the sequence.

We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.

How we work with professionals