Secure the financial future of your clients with our exclusive Wealth Protection Bundle this August!
With this bundle, you'll have all the tools and knowledge you need to secure your clients' family financial legacy. Don't miss out.
This comprehensive package includes four essential products designed to safeguard and enhance your wealth:
WORTH
​$195
Comprehensive Family Wealth Protection Planning (On-Demand)
Access in-depth strategies and insights to protect and grow your clients' family wealth, available anytime at your convenience. A must-have CPD training for any advisory wanting to grow their firm and help more clients.
Intergenerational Wealth Transfer and Succession Planning (On-Demand)
Learn the best practices for transferring wealth across generations and ensuring a smooth succession plan. So much goodness in this one!
WORTH
​$195
WORTH
​$195
Estate Planning for Complex Family Structures
Navigate the intricacies of estate planning for families with diverse and complex needs, ensuring all bases are covered. An important piece of learning for you and your firm.
PLUS!
Family Wealth Protection E-book
Get our expertly crafted e-book along with a practical advice to guide you through the key steps of wealth protection.
