the life organiser

is your important personal and business information and documentation stored safely and securely?

We all know that we should have our affairs documented and in order, but as it seems such an onerous task, how many of us get around to doing it?  We have developed the Life Organiser to help you make this happen.

The Life Organiser is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business matters that require documenting and storing securely.

It’s been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability, death or disaster.

Benefits of the Life Organiser:

  • Ensure accuracy going forward
  • Ensure a clearer format to aid decision making
  • Make informed decisions with better understanding of the financial implications
  • Manage and monitor your cashflow effectively, as well as your debtors and creditors
  • Begin to understand other information you may need to capture monthly

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively.  We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

Your coach will hold you accountable for reviewing your monthly reports prior to each meeting.  This accountability will positively impact the way you manage your business and teams’ performance.

Financial Awareness Coaching is an important investment for you personally - and for your business. 

Benefits of the Life Organiser:

  • Ensures your insurance cover is in accordance with your needs and can be accessed readily
  • Security knowing that a backup of all of your documents is stored with us
  • Continuous access to experienced service and support from our Team, who will help you review your Life Organiser at any time
  • Less distress for family when dealing with your affairs should you become unable to

The Life Organiser is a cost-effective central register for you to confidently capture and store your important personal information and documentation.

Contact us today to discuss how our Life Organiser will provide peace of mind and assurance that your personal affairs are in order