holistic planning

Organisations increasingly need infrastructure that supports people through life’s transitions. As expectations around trust, autonomy and continuity evolve, informal workarounds create risk. Closing the infrastructure gap means providing ethical structure that supports people without organisational overreach.

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.

Life planning tools help employees organise important personal information, prepare for future needs, and reduce stress. These tools contribute to improved wellbeing, engagement, and resilience across the workforce.

Legacy planning allows organisations to support people beyond transactions by helping them organise essential information and plan ahead. This strengthens trust, improves engagement, and delivers long-term value across client and employee relationships.

Legacy planning is increasingly used by organisations to support staff and clients beyond traditional services. It helps people organise care preferences, essential documents, and personal information while strengthening wellbeing, engagement, and long-term relationships.

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.

By helping clients organise personal, financial, and care information, legacy planning builds deeper relationships. It enables organisations to provide meaningful support that extends beyond immediate services and strengthens long-term trust.

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.

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.

Legacy planning is no longer just about documents and beneficiaries. Financial services firms are increasingly using Evaheld to help clients capture values, wishes, and life context alongside financial decisions. This guide explores how Evaheld strengthens relationships, improves engagement, supports compliant long-term planning, and helps advisers deliver more human, future-ready client experiences.

Clients now expect more than financial outcomes. Shifting values around trust, autonomy and legacy mean professionals encounter broader life context. Without structure, expectations fragment. Addressing the client expectation gap strengthens relationships while protecting professional boundaries.