Now Sorted is the tool we use to add substantial value to our relationship. Why? Because one of the most – if not the most – important aspects of planning is having all the right information in the right place at the right time.
Right information? We’ll talk to you about that. Right place? a perfectly protected, fully encrypted, online vault. Right time? The instant you need them.
Now Sorted is the perfect complement to your planning. You work hard to build your assets and each comes with its own data and documents. We’ll work with you to make this online resource, with its unique reporting features, a dependable tool to provide you – and loved ones – with instant access to everything important in your life.
Including, of course, your digital life too.
Why setup your Vault?
- Whatever your age or history, at this point in life, you have already built your estate, or are in the course of doing so. Your estate – everything you own, less everything you owe – reflects who you are and what you have achieved. Your estate defines you.
- You use your estate’s assets from which to live and enjoy. It’s a work in progress which one day you’ll want to pass on. When you think this way, you are thinking “estate planning”.
- Consider this: every item in your estate (bank accounts, investments, home, vehicles, valuables, cash flow) has important documentation, as well as written and verbal information relating to it. This may be in the form of a Will, Power of Attorney, Deed of Enduring Guardian, special receipt, ‘secret’ numbers, and passwords. In short, all items in your estate comprise both documents and crucial information, and if you don’t clearly inform loved ones – and your executor – you’ll be leaving family members more of a mess than a bequest.
- Our job is to help and guide you so that everything goes as smoothly as possible.
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.