PlanSmart360 Comprehensive
$2000
OVERVIEW
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.
PlanSmart360 is a unique planning process specifically designed to address the shortcomings of the traditional planning approach, where financial and legal matters are often handled separately and disjointedly. With PlanSmart360, your affairs will be comprehensively planned in alignment with your original intentions, mitigating any uncertainties arising from fragmented coordination and guarantees that expertise is applied effectively across all relevant areas.
The result of this process is a personalised Box of Wishes® containing a tailored assortment of tools and support to help younavigate across various stages of life.
PlanSmart360Comprehensive includes:
Stage 1: Personalized Consultation
Stage 2: Planning & Analysis
Stage 3: Evaluation & Recommendation
Stage 4: Implementation of Solutions
Stage 5: Delivery of Box of Wishes
– Estate Planning Report
– Portfolio Summary
– Personal Inventory List
– Original Signed Will
– Executor’s Guide
– Donee’s Guide
– Executor & Donee Briefing
– A Standard Estate
– Planned Will (Witnessed by Lawyer)
– Certificate Issuance of LPA Form 1 (With Advice)
Hear it from our clients.
Everything you need to know, from the people that matter.
Derrick had patiently helped me assess my financial situation and objectives comprehensively and given suggestions to address gaps and drop policies which no longer serve my interests (i.e. save money!). He also follows up actively to revisit my portfolio to look to optimise it. Derrick also advised and helped with my will, LPA and cpf/insurance nominations. I feel much better working toward my retirement objectives with Derrick’s assistance.
Alan
If you're looking for a trusted partner to help you plan for the future, look no further than Derrick. His professionalism, expertise, and compassion make him an exceptional choice. Don't wait – secure your legacy and give yourself the gift of peace of mind with Derrick's estate planning services
Thomas
Her largeness of heart in handling our little, over many years, is testament to what she holds important. My family’s needs beyond assets and numbers and returns.
Kuan
Retired Business Owner, Family of 6
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.