Windfall Program (Inheritance, Insurance Payout)
You have received news that you are about to receive a windfall. What do you do with it?
Our Windfall/Inheritance Program will help you navigate the complexities of this new wealth that you have received. The Windfall/Inheritance will change all aspects of your Financial life and it is important that you have a plan and a program to make good use of your new wealth.
A Spend Well – Save Well Program, Invest Well Program and Your Super Program are must haves to ensure that you use this new Wealth to give you a better future.
Working with us when you receive a Windfall/Inheritance will have you best placed to have a stronger financial future.
Min Investment - $7,200
