Estate Mentoring Services

This is what we do

It Begins with an Initial Chat

We have always found that a jargon-free conversation is the best way to start the journey into estate planning.

Ideally, this part of our service is an opportunity for you to ask questions – the more the better – in order to get a better understanding of what estate planning is about.

To get started, we ask a question of our own: ‘Have you ever been the executor of an estate, or been involved with one … and, if so, what was your experience?’

This provides a solid foundation for a good chat:

  • about potential frustrations (and how to avoid them);
  • about traps for the unwary (and how to steer clear of them);
  • about expenses (and how to minimise them).

So, if you believe that having an initial chat for forty five minutes or so – in a no-obligation environment – would help, we’d be delighted to meet you, either in person or online.

And all you need do is use the Contact feature in the menu bar at top to contact me, John Cannon, and we’ll have made a good start. Meantime, you’ll find the notes below immediately helpful.

Advice

We bring to the table and share with you over 25 years’ experience in working with clients on estate issues; we do what many don’t do … we explain and simplify complex issues and deliver peace of mind.

Preparation

We’ll explain what preparation for an estate plan is necessary and, importantly, what isn’t; our focus is on simplifying the process so that if and when you seek legal advice, you’ll be fully prepared.

Secure Storage

We use special tools to save you large fees and we use the Now Sorted service to ensure that everything that is crucial is stored in an extremely secure online vault to which you have 24/7 access.

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I was introduced to John in 2016.  Being at an age where I am only a few years away from retirement, I have been very privileged to have met you.  There were things that I never knew about or understood however with all the hard work you have done in the background, it makes it look so easy to understand. 

The wonderful thing is that it has given me a peace of mind with one thing less to worry about-I know that I can always count on you for any advice and point me into the right direction.   Admire your amazing work.

“I went to John about firstly my TTR, in this he was a great help and recently I have been dealing with John to prepare me and my finances for retirement. He did a whiteboard demo and sat and talked with me until I totally understood all I needed to. He is a friendly caring person and great to chat to. I am very pleased with his services and very confident that I will have a wonderful retirement thanks to his advice.”

Previous to accessing the advice of John I had never been to see a financial advisor so I was quite nervous. From the first meeting day my concerns were allayed. John was easy to speak with, explained everything well and he always followed up with plans that we discussed. Also, if a phone call was made to him and he was not available to speak with you at that time he would always call or email you back.
I have been extremely happy with the service and advice he has provided and highly recommend him.

 

We have used John on many occasions to assist us with our finances & insurance needs, we found John to be very helpful & capable also he was a great help and assurance with advice when having to place our parents in care.

 

 

John’s experience and expertise was obvious to me when I met him.  He understood my financial concerns and designed a plan which was greatly beneficial for me financially and with my estate planning. We have regular reviews and he is easily assessable. My only regret is that I didn’t meet him 20 years ago.

 

 

 

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