The Green Box Exercise
A final gift for the people you love
This final step brings together the financial side of your Green Box.
In this video, I explain how to document your accounts, loans, superannuation, and insurance so that your loved ones have a clear view of your financial picture.
You will learn:
- What information to include in your financial list
- How to make it easy for your executor to find what matters
- Why clarity here gives peace of mind to everyone involved
It can feel like a big job, but even writing down the basics is a huge start.
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.