It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. If you are going away you no doubt take care to lock the doors and windows, organize for mail and garbage bins to be checked and neighbours notified. But have you secured everything?
There may be gaps in your financial security and planning that have potentially disastrous impacts. Imagine having a sudden accident while driving to a holiday destination and not having your ‘financial house’ in order. Would your life and disability insurances leave your loved ones well looked after? Do you have a valid will? Are there debts and cash flow issues that could leave a financial mess for those left behind? It’s time to get these critical financial issues properly taken care of so you can enjoy the holiday season with real peace of mind. On the reverse of this flyer you’ll find a handy checklist of issues that you may want to discuss with your financial adviser. It’s your chance to take action now!
Check out our handy end of year checklist in the attachment below: