The Green Box Exercise
A final gift for the people you love
This step is all about organisation and practicality.
In the Life Admin section of your Green Box, we cover the everyday details that make a big difference later - contact lists, utilities, IDs, and passwords.
You will learn:
- How to build a list of key advisors and contacts
- Why documenting your bills and accounts prevents confusion
- How to manage passwords and digital access safely
This information makes life easier for your loved ones when they need to take care of things on your behalf.
Jordan Vaka is an Authorised Representative of PlanningSolo Licensing AFS Licence No 526143
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.