Jack & Jill
AGE GROUP
40 - 55 y/o
OVERVIEW
With your youth behind you and children you adore, your life has finally reached a point of stability and comfort. Prioritising your work, your family and your passions may be a struggle sometimes – but you make do and treasure all the little moments.
What Problems Do You Face?
Let us help you identify some of the common issues people of your age group face.
Sorting It All Out
At this point in life, you probably have a house, perhaps a car, and several policies, plans and assets to help you along. However, you may not be certain that they’re the right ones. Will they help you later in life? Will you be able to reap the benefits that you sow by proceeding with these policies?
Helping Your Parents Age Comfortably
As you age, so do your parents. And as loving children, you’d like to see your parents age comfortably. Figuring out what you can provide them with might be the best way to help them age and retire well.
A Safety Net
Your steady life has been close to perfect – but worries like, “I’m in my 40s, will I be able to get a job with the same income at this age?” and “If I pass, who will enjoy all that I have worked for?” might be familiar to you.
The Best For Your Children
Whether they’re in their teens or growing into them, your children are your main source of worry. Wanting the best for your children is every parent’s job, but you may be unsure of how to help them achieve the best in the long run.
How Can We Help
1
Creating A Will
Creating a will is an important step to ensuring a safety net. When your time comes, being certain that all your life’s work and wishes has been or will be sorted out becomes a priority. Fortunately, Highlife’s funnel-based estate planning services will help you organise, consolidate, and carry out all your hopes, goals, and dreams.
2
Gain Clarity
Our trusted advisors are trained to help you organise, plan, and consolidate all your worries and wishes. By providing you with all the information you need about your assets and finances, you’ll be able to gain a clearer picture of how to proceed with your life decisions.
3
Solutions Curated To You
Conversations can be powerful tools. After a consultation, our advisors will ensure that all your concerns are addressed in a timely and personal manner – whether it’s for your parents, your children, or even yourselves in the long run.
4
The Box of Wishes
Imagine being able to plan, carry out and collate all your hopes, goals and dreams in a box. From your will and financial assets to your belongings — everything in one place. That way, when the time comes, your children can unwrap all that you’ve left behind, and keep, use, and cherish all your heart work.
Our Unique Mechanism
Our unique Funnel-Based Estate Planning System and connections with trusted individuals in the industry helps achieve this while ensuring the continuity of our client’s wishes long after they’ve journeyed on.
Box of Wishes
When one box closes, another opens. Find out why Box of Wishes is everything you need to ensure your loved ones are looked after even after you’ve journeyed on.
Tell us about yourself
Are you married, single, living out your retirement? Tell us! We’re here to cater to your hopes, goals, and dreams.