Lifetime Legacy Builder™
Designed by Aetas Partners
Feel secure
Because your financial foundations are in place
Feel reassured
Because you’re planning to achieve your financial goals
Feel confident
Enjoy life knowing you’ve provided a legacy for your loved ones
Introducing Lifetime Legacy Builder™
Be ready for whatever life throws your way!
No matter where you are in life or what your current circumstances may be, you can start today to secure your financial well-being. Many people think planning is something for the future, not for today, and put it off – but by then, it could be too late.
Taking action now can make a significant difference to your financial well-being. You’ll be surprised at how taking control of your situation today can positively impact your future. Every journey begins with a first step, and knowing who to turn to is the key to starting that journey successfully.
At Aetas Partners, we make this process easier with a comprehensive approach – a blueprint – that connects you with the right expertise at the right time.
A new approach to your financial wellbeing
Foundation
A comprehensive review of your circumstances to help you establish a strong foundation for your future and a feeling of security.
Lifetime
Feel reassured knowing you have a plan in place to achieve your lifetime goals and are prepared for life’s unexpected challenges.
Legacy
Enjoy later life with the confidence that you’ve secured a lasting legacy for your loved ones.
Transfer
Ensure your beneficieiries are supported throughout the inheritance process and encouraged to to establish the foundations for their own financial wellbeing.
The collaborative, integrated approach of the Lifetime Legacy Builder™ provides:
- an integrated approach to your financial wellbeing, in one place.
- a comprehensive solution for your needs including Wealth Management, Estate Planning and Mortgage Services
- A cohesive approach which saves time, unnecessary expense and frustration
- Information that empowers you to explore future financial plans with confidence, assurance and clarity.
3 stories that demonstrate the Lifetime Legacy Builder™ in action
Susan's story
Building a solid foundation
“It was hard to deal with personal loss, and navigate the complexities of inheritance,
I felt devastated by the death of my mother, overwhelmed by options and uncertain how to make the best choices for my sons and me.”
Martin's story
Creating a lifetime plan
“My friend nearly died. His accident was my wake-up call to the fact I had no provision in place for my family.
Like me, he has a young family and the shock of seeing him in hospital, made me consider my situation, as well as his.”
Dermot's story
Leaving a lasting legacy
“As I got closer to retirement, I worried that a Lasting Power of Attorney wasn’t enough to care for my son with autism.
Sometimes a successful business and a paid-off mortgage isn’t enough, especially if you have dependents like my 37 year old son, who has always lived at home.”