Financial Planning

This article explains how managing essential information helps families navigate emergencies and life transitions with confidence. Evaheld supports secure organisation of documents, preferences, and contacts, helping organisations provide clarity without adding complexity.

This resource shows how organised records and advance planning can reduce delays in death benefit claims, helping families access entitlements with less stress and administrative burden.

Aligning superannuation with legacy planning helps members organise financial and personal information, clarify intentions, and ensure important details are accessible when needed.

This resource explores how financial planners can use legacy planning to support clients beyond financial advice. It focuses on organising essential records, capturing care wishes, and helping clients prepare for life transitions with clarity and confidence.

Holistic financial planning brings together financial strategy, life planning, and legacy considerations. This approach helps clients feel more prepared, supported, and confident in long-term decisions.

Helping clients organise their affairs reduces stress and confusion. This resource shows how structured planning, secure document storage, and clear organisation of essential information support confidence and preparedness.

Protect your children's future with our essential Australian parenting checklist. Covers wills, guardianship, insurance, and creating a robust financial safety net for your family.

Legacy planning strengthens financial advice by helping clients organise care wishes, personal records, and essential documents. This supports clearer decision-making and stronger long-term client outcomes.

Facing a dementia diagnosis? Get a compassionate, step-by-step Australian guide to initial legal, financial, and care planning while prioritising dignity and personal choice.

This 2026 checklist helps you get your affairs in order with clarity and confidence. It guides you through organising essential documents, recording care preferences, and securing important personal and financial information. Designed to reduce stress for you and your loved ones, it supports better planning, easier access to information, and greater peace of mind during life’s transitions.

Build a complete safety net for your growing family. Our Australian guide covers emergency funds, life insurance, wills, and secure digital vaults for total future security.

Don't wait for a crisis. Proactively plan for future healthcare needs, financial security, and personal wishes at any age with our future-proofing guide for Australians.