Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
Planning your Christmas Legacy
Every family has their quirky traditions - the ones that make Christmas uniquely yours. Now, imagine those traditions being carried on for generations to come.
Leave A Legacy – Make A Positive Impact
Supporting charities often brings to mind donations or volunteering, but one powerful and lasting way to give back is by leaving a gift in your Will.
A New Opportunity for charities
For many charities, bequests and legacies left by donors (gifts left in Wills) provide a significant portion of their funding, and with a wealth transfer estimated in the trillions on the horizon, the potential impact is enormous with charities having a unique opportunity to tap into this potential source of funding.
Leaving a Personal Legacy in Your Will
Leaving your estate to your family and friends is the most common way of distributing your assets after you pass. However, in recent years it has become more and more common for individuals to reflect their personal values in their Will and leave their own legacy by gifting parts of their estate to charities.
To Will or Not to Will?
If you’re wondering ‘when’s the right time to get a Will?’ or ‘what happens if I pass away without one?’ we’ve got you covered. Find out the basics of what a Will is, why you need one and when to get one.