PERSONAL & FAMILY · ONGOING COORDINATION
For families in Ongoing Coordination, we keep your important papers, accounts and financial picture in one secure place your family can find, and your professionals can work from.
THE SHORT ANSWER
Most families' information is spread across emails, computers and different offices. Apps and folders give you a place to put it. Then it's up to you to keep it current, and that's the part that usually slips.
In Ongoing Coordination, that's our job. Updates from your accountant, lawyer and adviser go in as they happen.
Wills, powers of attorney and legal papers
Document vaultAccounts, property, loans and what you owe
Financial positionInsurance policies, side by side
Financial positionWho's who in the family, and who can act
Family profileEvery update and meeting record
Progress · CommunicationsEstimates of where things are heading
Financial positionHOW YOU GET THERE
A vault only helps if what's in it is right. So every family starts with the twelve weeks: we gather what you have, your professionals check it side by side, and anything that doesn't match gets fixed.
At week 12, if you want it kept that way, Ongoing Coordination starts and your vault is set up from the checked picture.
WHO SEES IT
Your family's picture is yours. Your professionals see it only with your OK, and only the parts they need.
SECURITY
Your information is held in secure, permission-controlled systems, with multi-factor sign-in, round-the-clock security monitoring and daily backups. Our managed IT and security partner is ISO-27001 certified.
How we keep your information secureIF YOU STOP
You can download everything in your vault at any time. If you stop Ongoing Coordination, we give you a full copy before your access closes.
Nothing is held back, and nothing is lost.
THE NUMBERS
The portal shows where your net position may be heading over ten years. It's a mathematical estimate, worked out from the figures you and your professionals give us, using assumptions that are written down beside it.
It isn't a recommendation, and it doesn't tell you what to do. If you want to act on it, that's a conversation for your adviser or accountant. We make sure they're looking at the same figures.
A FICTIONAL EXAMPLE
The news is just as hard.
Finding things isn't.
Mark, 58, is a dentist with a family trust and a self-managed super fund. His wife Helen looks after the home. He's always kept the paperwork.
NO VAULT
Mark has a stroke. Helen can't find the will, or the logins for his accounts.
A life policy turns up that nobody knew about. The insurer needs papers Helen can't find.
The accountant and lawyer are still working from different figures.
Six weeks before everyone has the same picture.
A VAULT, KEPT CURRENT
Helen signs in. The will, the power of attorney and every policy are there.
With Helen's OK, the lawyer and accountant start from the same current picture.
The insurance claim is started. Helen knows who's doing what.
Same papers. Found in a day, not weeks.
A fictional example. Names and details are made up.
WHEN YOU'RE READY
Every family starts here. Not sure where you sit? The two-minute self-check is a good first step.
Not sure if you need us?
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 walkthroughAbout 30 minutes, usually by video. Clients across Australia.
We'll reply within one business day to find a time. Nothing to prepare.
WHAT HAPPENS IN A WALKTHROUGH
Your situation, in your words, and who's already involved.
What needs to happen, who does it, and in what order.
Whether to go further with us, or carry it on yourself.
FOR ACCOUNTANTS, ADVISERS AND BANKERS
We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.
