WHAT IF SOMETHING
HAPPENS TO YOU?
YOUR ONE MONEY MOVE
Create a financial file and get financially organised to feel safe and secure.
There’s a saying: “The only sure things in life are death and taxes.” We don’t like to think about it, but the truth is – life can change quickly. That’s why planning ahead is important.
Three important things you can do for yourself and your family:
- Have a signed will in place.
- Update your beneficiary nomination forms.
- Keep a financial file with your important documents.
These things help your family when you’re not around or if something happens to you.They reduce stress during difficult times and ensure that your wishes are followed when you are no longer here, making sure your money and belongings go to the right people.
Tip: Make sure you have a will that is signed and kept up to date.
