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Establishing a Legacy

What Would You like to Leave for your loved ones?

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Create Generational Wealth and Build a Long-Lasting Financial Legacy

Leaving a financial legacy starts long before you enter the twilight years of your life. In most cases, leaving a legacy for children, grandchildren, or charities takes consistency, effort and focus over many years.

When approaching retirement, it’s common for people to start thinking about legacy planning, especially how they’ll be remembered and what they’ll leave behind.

How We Can Help

At KPS Wealth, we provide you with a range of options to establish the appropriate legacy to give your loved ones a helping hand in the future.

Examples of such legacies can include:

  • Assistance with education for grandchildren
  • Assisting a child or grandchild to acquire their first home or investment property
  • Reducing  one of your children's/grandchildren's mortgages 
  • Funding a bequeathal to a charity/church in your name 

To start you on your personalised financial plan, Contact Us today. Financial planning is for the long term, and so are we.