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When was the last time you looked at your Will?
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  • When was the last time you looked at your Will?
  • WIN a $50 voucher
  • Did you know?
When was the last time you looked at your Will?

One of the most important documents to look through and update on a regular basis is your Will.
A Will is a legal record of your wishes which directly affects those close to you.  Your Will ensures that your wishes are honoured when you are no longer able to act for yourself and should evolve over time.

Situations and circumstances are constantly changing and it is essential that your Will is updated periodically to reflect these changes.

You should have a Will to:
  • Ensure your hard earned assets go to those you choose.
  • Appoint someone who will ensure the terms of your Will are carried out.
  • Make sure all your last wishes are understood, ie wishes for your burial.
  • Appoint a guardian for your children.
  • Meet other wishes such as providing for your grandchildren's education or making a charitable donation.

If you need to Update your Will or establish a new Will, please do not hesitate to contact us today on 0508 237 583 (0508 CFS LTD) and we can arrange to have a Specialist call you.
WIN a $50 voucher
Do you have any friends, colleagues or family that require Family / Health protection or that may want to start up a new KiwiSaver investment savings plan?
Your referral is our greatest compliment so email us today with the details to win yourself a $50 New World or $50 MTA petrol voucher.
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  • M*A*S*H stood for 'Mobile Army Surgical Hospital'
  • The word fortnight is a contraction of the 2 words 'fourteen nights'

Suggestions

Is there a topic you would really like to read or learn about in our next issue?  Email us with your comments.

Mark O'Donnell
Authorised Financial Adviser

FSP32461

Website
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