I am a son, a father and in this wonderful part of my life, it was not that long ago I become a grandad again. It's made me think a lot about life and my legacy.
My son Matthew, daughter Angela as well as my two beautiful granddaughters Bo & Harper.
I’m sure you know what I mean. In fact, I’d bet that I’m probably a lot like you …
I’m sure you agree that most people really care passionately for their family. And they would want their estate and succession plans to create certainty, confidence and security for their families.
We are not invincible and if you’re open, I’m going to show you my passion around how to create some certainty in this uncertain world.
My goal is to help protect the futures of 1 million families. Hear from some of my friends in the videos below.
KELSIE, BOULIA QLD
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WRITE YOUR DEAR MARY LETTER
Let me give you a tool that will save your family when you're gone ...
THE FIRST 90 DAYS
How you can leave behind a list of actions required after your passing
Personally helped with our programs and facilitation. Australia wide, from cities to rural towns.
Personally helped families protect 2 billion dollars in estate worth, keeping their money in the family bloodline.
Years and counting, helping entrepreneurs and business owners live complete and die neat.
Published Author of 10+ Estate Planning Books, Podcast and Blog Series
DON'T BE LIKE HARRY
The importance of conflict avoidance and creating great communication within the family.
7 MINUTE WISDOM PODCAST
Thought-provoking podcast series to quickly and easily explain Estate and Succession Planning issues.
7 SIGNIFICANT WILL KILLERS
7 situations not to be ignored which could potentially sabotage your Will and legacy intent - plus ALL my other books.
Hear about why I do this as interviewed by my daughter Angela.
13 years ago a very close school mate of mine was killed in a commercial air tragedy. He left behind a wife, 4 children, and a mess—no instructions and not enough financial support for his family, their living arrangements, education and so on. I know it wasn’t my fault, but I carried guilt for years—I should have tried harder to get him sorted. So I've made this my life's work.
97% of people don’t have an up-to-date or appropriate Will, Estate or Succession Plan. That’s a frightening fact. Sadly, I’ve experienced far too many harrowing circumstances where I’ve seen families fall apart because of neglected planning for the inevitable.
On the upside, I've also seen the futures saved of many families. We've made sure good plans were in place. Bronwyn, Con, Dennis, Shane, Sharon and many others gone well before their time was up. Not one died of old age!
For most these days, we’ve done a great job in getting their stuff sorted before the unexpected happens. But sometimes, time runs out before they treat what I do with priority.
I still get occasional grief from existing or potential customers. They say I’m too ‘enthusiastic’ about this. But they have a delusion of invincibility! Based on my life experiences, I’ve seen the other side and how it pulls families apart. So I won't apologise for caring too much or for the passion I bring to get this sorted.
Join our community of families creating some certainty in an uncertain world.
RURAL SUCCESSION SOLUTIONS™
3 steps to protected family wealth. Eliminating confusion, squabbles and intergenerational prosperity risks. How successful rural families can create real family harmony.
THE PEACE OF MIND PLAN™
How to quickly eliminate intergenerational conflict to establish protected family prosperity for people who don't live in the bush. Estate & Succession for city dwellers.
FAMILY CUSTODIAN BLUEPRINT™
All the non-legal human elements. Where to be buried, the service, celebration of life, what not to be left unsaid. Plus all the things in your head which need to be passed on.
For a free 30 minute consultation and discuss how I can help your family’s future. Because I actually care!
© STRATEGIC EVOLUTION