Look, no-one wants to talk about their own will. It pretty much ties with “politics at family gatherings” and “ice-breakers in the workplace” for topics we’d rather avoid. However, writing your own will in advance won’t just spare your family some administrative headaches. It can also save them money – thousands, as this episode’s title rightly suggests.
In this session, the Get Rich Slow Club explore why preparing your will early could be the smart financial move. They also detail key considerations around will-writing, and how you can set yourself up for success.
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
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