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 the Aetas Partners Lifetime Legacy Builder™

It’s your blueprint for financial success - and whatever life throws at you

It doesn’t matter where you are in life or what your circumstances are, you can start now to secure your financial well-being.
Often people feel that planning is something for the future and not for today, and so they decide to leave it until tomorrow – and then it may be too late.

By acting now, you’ll be amazed at how taking control of your circumstances, will make a real difference to your financial wellbeing.
Remember, every journey starts with the first step, and knowing who to talk to is the key to starting your successful journey.

Aetas Partners makes this easier with a comprehensive process – a blueprint – that connects you with the expertise you need at the right time.

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.”

The Aetas Partners Lifetime Legacy Builder™

The Aetas Partners Lifetime Legacy Builder™ creates your comprehensive and bespoke lifetime and succession plan. Your 3-step plan is designed to ensure that you:

Have a stable foundation today
Create a plan to achieve your lifetime goals, with the flexibility to adjust as priorities change
Enjoy later life and leave a secure legacy for your loved ones

Our holistic approach brings together a specialist team of experts who work together to maximise the effectiveness of your plan. This means you have the right expertise on hand as things change throughout your lifetime. Typically, they will:

Provide regulated Financial, Legal and Tax advice (link to disclaimer page)
Help you understand the impact of your decisions now and in the future
Share insights from ongoing cash-flow modelling
Work with you to implement, monitor and adjust your plan

Aetas Partners make it easier for you to connect with the right expert at the right time.

Key Stages of The Aetas Partners Lifetime Legacy Builder™

Stage 1: Foundation

A thorough review of your circumstances to help you identify any gaps. Then feel secure as we help you put your firm foundation in place today.

Stage 2: Planning

Create a plan to achieve your lifetime goals, with the flexibility to adjust as priorities change. Then feel reassured you’ve planned for life’s unexpected challenges.

Stage 3: Legacy

Enjoy later life and leave a secure legacy for your loved ones. Feel confident that your loved ones are supported when the time comes.

What clients say

"I always find the team at Aetas so helpful in connecting me with the experts that I need. They are always able to find me a suitable expert when I need one."

Penelope Groves

"The team and support are second to none. experts in their field."

Jack Hogan

Here's how we work with you

1. Let's chat

Let’s start with a virtual coffee. Click on the link below to find a time that suits you

2. We'll listen

And ask a few questions to understand what you need

3. Enjoy expert guidance

We’ll bring together the expertise and solutions to support you

What makes the Lifetime Legacy Builder™ different

It can be really confusing and frustrating to organise your financial affairs because you need a number of experts – from financial planners to tax advisers and will writers.

The usual process takes valuable time, because you have to provide the same information time and again to these experts. The results could be costly and there are times when you may receive conflicting advice.

The Aetas Partners collaborative approach means that you speak with one person who then brings in the appropriate expertise as and when needed.

Help for you, your family and your business

For you

Our Lifetime Legacy Builder™ provides you with a comprehensive and effective approach to managing your wealth, both during your lifetime and for the legacy you plan to leave. You’ll have all the key elements you need.

Susan’s story:

“It was hard to deal with loss, and navigate the complexities of inheritance to make the best choices for my sons and me.”

For your family

Our Lifetime Legacy Builder™ also provides you with a blueprint for a comprehensive and effective approach to family wealth management.
You’ll have all the key elements you need for your particular family circumstances.

Martin’s story:

“My friend nearly died. His accident was my wake-up call to the fact I had no provision in place for my family”.

For your business

Whether you’re an owner, director or shareholder, the Lifetime Legacy Builder™ provides the effective framework, advice and support to navigate your way through business challenges – whatever the stage of your business.

Dermot’s story:

“As I got closer to retirement, I worried that a Lasting Power of Attorney wasn’t enough to care for my son with autism.”