The FamBridge ® preparedness portfolio comes as a beautifully presented book or as an Online PDF version. The portfolio is designed for everyday Australians, consisting of customised questions regarding accounts held in our own name.
The questions and sections throughout are the same in each version, answer what is relevant to your circumstances.
The big question family may have in the event of a loved one having an illness, accident or on passing away is - "where is everything and where do we start"?
Check out our current options www.fambridge.com.au. Grab a Seniors 10% discount by using the word SENIORS in our discount code box.
The preparedness portfolio is available for those who love to write things down or via the Online PDF document.
We also offer a FamBridge Membership which can be purchased at the same time as your online document. The Membership gives you a further full 12 months access to complete or make changes, and a FamBridge USB to save your document and updates.
Membership is renewable yearly for a small cost that allows access at any time, update your information and resave to your USB.
Keep your portfolio book safely with your important documents or the online version once completed and submitted you receive your PDF version for either printing or saving to your computer or USB.
Our business is all about families, we feel there is a need to bridge the gap of administration documentation, everything in the one place, peace of mind for all.
When a loved one needs care or has passed away, the time it can take to gather all the correct information and possible costs involved can escalate and can be emotionally and physically draining.
It's our life and everything we have makes sense to us but to family or executors and lawyers it's a puzzle and maze that needs to be put together, administered and finalised. Time can be crucial when it comes to paying accounts and finalising direct debits. There may be no paper trail as many accounts are received via email these days.
A fantastic addition to your estate planning. A Will does not cover everyday living, the portfolio will assist those dealing with your personal matters. A great resource for you now and family in the future.
A glimpse of a few of the sections:
- Personal information, utility suppliers/direct debits and organisations.
- Banking, pensions, overseas pensions, tax agent/accountant, lawyer, financial planner, superannuation, insurance company's etc.
- Assets such as investments, holiday/rental properties, self-managed super fund, motor vehicles, motor bikes, caravan etc
- Aged care and Funeral wishes
- Medical and family health issues
- Personal Wishes
Document your critical information using the questions and prompts throughout the portfolio, made easy to answer as it is all about you and your life.
Contact us if you have any questions regarding the FamBridge Preparedness Portfolio or to place an order, call Trish on 0497 613 433 or purchase online via www.fambridge.com.au Don't forget to use the Discount Code - SENIORS.