Have you ever thought..
How are my loved ones going to know about my...
savings,
insurance policies,
investments etc
when I’m no longer around to tell them?
Care for your loved ones even when you are no longer around
The Financial Snapshot is a shortcut to capture all the essential references about your money.
It’s all the information your loved ones need to help them even when you’re no longer around.
Easy to use, these 12 PDF forms will guide you to get everything out of head and into one place.
When your loved ones hold this information in their hands in their time of grief, their stress will be immensely reduced and they will know how much you care for them.
It is so simple to use and a brilliant tool to have all my important references e.g. Bank accounts, life insurance, home and contents insurance and all my investments to be available in one place for my children to access when the need arises.
I cannot thank you enough for this innovative product and wish you lots of success with it.
- Maggie, UK. Retired, Mother of 2
I was surprised at how simple, stress-free and helpful it was in building a complete picture for my parents. They took their Financial Snapshot and a summary of their wishes to their solicitors and within an hour they were done, no additional investigative meetings required.
I highly recommend this process to save you stress, time and money.
- Jany, Australian living and working in Singapore
The easy way to achieve something that feels difficult to do
The Financial Snapshot is a shortcut for you to provide your loved ones with essential information in a clear and simple way.
By filling-in these forms, you will have achieved a LOT for your loved ones and gained peace of mind for yourself.