Legacy Planning

Have you ever thought about your long-term financial impact? How do you want to be remembered? At Justchill PTY, our legacy planning services help you focus on what’s most important to you.

Why Legacy Planning Matters

Legacy planning extends beyond finances. It encompasses your values, family dynamics, and succession planning. This thoughtful process ensures your principles are preserved and that your contributions make a lasting impact on future generations.

Personalized Consultations

We offer personalized consultations to dive deeper into the impact of what we like to call "intangible" assets. Through these consultations, we help you understand the various ways your investments can positively influence your life, the lives of your family members, and the causes most important to you.

Building a Sound Legacy Plan

Our experienced advisors collaborate with you to develop sound plans, allowing you to realize the positive outcomes of your investments. This comprehensive approach helps ensure that your legacy is not only maintained but also empowered to support continuous positive change.

Benefits of Legacy Planning with Justchill PTY

Values Alignment: Craft a legacy plan that reflects your deepest values and priorities.

Family Dynamics: Foster positive family dynamics with a clear succession plan.

Succession Planning: Prepare your assets for seamless transfer to the next generation.

Charitable Impact: Maximize the impact of your charitable donations to causes you care about.

Partner with Justchill PTY for Your Legacy

Let Justchill PTY be your guide in building a meaningful legacy. Our advisors will work closely with you to understand your objectives and tailor a legacy planning strategy that supports your vision for the future.

Get Started with Legacy Planning Today

Contact us today to learn more about our legacy planning services. Discover how we can help you make meaningful contributions while benefiting from financial advantages aligned with your overall strategy. Don't wait to make a difference—reach out to Justchill PTY to start building your legacy.

How May We Assist You?

[email protected]

Melbourne, Victoria, Australia.

128 City Road, London, United Kingdom, EC1V 2NX

Office Hours:

Monday - Friday
8AM - 5PM