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Family Continuity
Planning

Family Continuity planning is all about ensuring a smooth transition in the event of the passing of a spouse or life partner.

With most couples there is one person who is responsible for handling the finances while the other takes a more passive role. We facilitate the design of a plan to make sure the financial and investment decisions are in place.

In a vulnerable time like the passing of a spouse, the last thing you want to be worrying about is money.