Peter And Susan
AGE GROUP
56 - 65 y/o
OVERVIEW
You’ve lived a fulfilling life – your children are grown, and so might have your grandchildren! With that peace in mind, you’re finally settling into a slower pace in life, enjoying retirement, and figuring out how best to use, allocate and distribute your resources when your time comes.
What Problems Do You Face?
Let us help you identify some of the common issues people of your age group face.
How Can We Help
1
A Trustworthy Advisor
You appreciate having the right person by your side for the long run. You need someone you can trust, who’ll be honest and sincere, and have your back no matter what crops up, especially when your time comes. Fortunately, Highlife’s advisors are trained to handle your hopes, goals, and dreams with sincerity and clarity.
2
Creating A Will
Creating a will is an important step to ensuring a safety net. When your time comes, being certain that all your work and wishes have been or will be allocated to your loved ones properly 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.
3
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 and grandchildren 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
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.
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.