personal stocktaking

Are you sure that the legal and financial structures you’ve got in place will do what you want them to do? Would you bet your future security on it? Or that of your family’s?

Have you spent a lot of effort, not to mention money, putting structures in place?

Do you understand what they do, and all the ramifications involved?

You expect them to do the job you’ve set them up to do. But will they really? And will you find out before it’s too late?

Perhaps you know your structures are in a mess (or non-existent) but don’t know what’s missing or can’t quite work out how to fix it..

Our personal stocktake is an indepth examination of all the legal and financial structures and methods you have (or don’t have) in place.

You will find out what’s missing, what doesn’t do what you think it does, what doesn’t fit where it should and what you can do about it.

Don’t let another day go by while you and your family are potentially exposed to disaster – not when you’ve got the opportunity to prevent it now. 

Would you drive your family in a car with no brakes? …..Or in one that you suspected a wheel might fall off?

For your sake, and that of your family’s …. Deal with this now,  don’t ignore it ..... it won’t go away.

You can email  Kathy now or ring (09) 489 1650 to set up a phone consultation with David Martin. 

From there, if we think we can be of assistance, we’ll arrange a meeting.  There’s NO CHARGE to you and NO OBLIGATION at this stage. 

The clock doesn’t and won’t start ticking until such time as we have identified, and you have approved, a project that will enhance what you’re up to. 

The cost of a Personal Stocktake ranges between $2,500 and $4,300 - a small price to pay for the security of your family!

If you'd like to read more about a Personal Stocktake just click here .

what our clients say ...

“Before I worked with Full Focus, my personal

affairs and estate planning were in serious need of tidying up…” more ...

"They uncovered errors in our trusts, structures and company documents.  Errors that could mean our structures might not hold up in court" more ...

" In a very short period of time they were able to gather all the information on our business and general living situation.  They put itin a simple format so we could understand exactly where we were ... This was huge peace of mind..." more ...

Read more client testimonials