Ensure your dependents’ needs are provided for.

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Our Solutions
Although it is a difficult subject to think about, we will all leave the world one day. However we have a responsibility to our loved ones to ensure that their financial stability is not compromised.

It is a myth that only the wealthy need estate planning. In fact, most people can benefit from proper succession planning. Greengrass Wealth Management can handle any estate planning process, no matter the size. If your estate is small, your plan needn’t be complicated. It could consist of a simple will and life insurance policy.

For larger estates, planning tends to be more complex, extending to a will, trusts, life insurance and tax exclusions. Our experienced financial advisors can assist with all the elements of estate and succession planning. A large part of the plan is deciding on how to distribute your property, money and other assets after your death in accordance with your wishes. You need to have your say in who receives what – whether it’s family, charities or other institutions.
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