Trust – Choosing the right option

Trust and estate planning

 


TRUST DECISION TREE


Decision tree

 

 

Rehobot our smartbot

Do you need help with estate planning or intergenerational wealth transfers using a trust. Please speak to one of our financial planners by completing the form below

I need some help with

Show more options

What Kind of assets do you own?

Select all that apply

Cash Savings

Most people underestimate what they have so it's important to spend a bit of time taking stock. It helps us match you to the right adviser

Pensions

Most people underestimate what they have so it's important to spend a bit of time taking stock. It helps us match you to the right adviser

Stocks, Shares, & Funds

Most people underestimate what they have so it's important to spend a bit of time taking stock. It helps us match you to the right adviser

Investment Properties

Most people underestimate what they have so it's important to spend a bit of time taking stock. It helps us match you to the right adviser

One final Step to getting the help you need

We will email you when we have found your financial adviser.