Protection of your assets and ensuring that they get to the right hands quickly are the primary considerations of Estate Planning.
Unfortunately, many believe that implementing a Will is a valid estate plan, however, many assets are not covered through the Will and hence, an estate plan is significantly broader. The estate plan should also seek to protect assets whilst you are alive ensuring effective distribution upon death.
Some questions you may wish to consider include:
Provident’s planners can provide guidance on the use and combination of the tools above to structure your estate to ensure your assets are protected from third party claimants, operational in the event of disability and distributed effectively in the event of death.
Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -
Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew
My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood
Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch
We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen
Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans
Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell
Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven