integrated 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.

Life transitions can be overwhelming. This guide explores how planning tools help customers organise care wishes, documents, and personal information to navigate change with confidence.

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

Legacy planning helps insurers support policyholders beyond policies by helping them organise essential information, plan for future care, and reduce stress for families during major life events.

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.

This guide explains how HR teams can introduce legacy planning as a staff benefit, helping employees organise key information, plan ahead, and feel supported through major life events.

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 supports individuals by helping them organise care wishes, essential documents, and personal information in one place. For organisations, it improves engagement, supports wellbeing, and helps people navigate major life transitions with confidence.

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.

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.

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.