WHY iRESOLVE
Get your affairs in order
Often, the more successful you are in life, the busier you are and the more complicated your financial and legal affairs can be. At iResolve we work with you to ensure your financial and legal affairs are in order. We consolidate both your financial documents and policies, allowing easy review of your circumstances, ensuring peace of mind.
A roadmap to where you want to be
Our service offers a thorough assessment of your current situation and future goals and our expert advisors provide a tailored roadmap for the prudent growth, protection and transfer of your wealth. The roadmap will plan the best route, assess potential risks and obstacles, and can be adjusted if your circumstances change.
Collaborative approach to your succession
iResolve works with business owners, executives and professionals to identify the optimal goal for succession and transition of wealth. Often, the goal can seem intangible and distant. iResolve provides clear options and works closely with you to achieve a legacy you are comfortable with.
Your risks are fully covered
Our unique approach ensures all aspects are considered and risks mitigated should the worst-case scenario, such as death, disability, accident or illness occur. This means, your dependents or beneficiaries are protected.
Giving you a voice beyond the letter of the law
Your will is only one part of securing your legacy in the event of your death. Should the worst occur, would your family or business partners know whom to trust and what actions you would like them to take? Opened only when an estate is executed, The Executor’s Schedule is written in close cooperation with you to articulate your advice and recommendations to your executor(s), family members and business associates beyond the legal direction of your will.
Always know where your affairs are at
After we have created the roadmap of your financial and legal affairs, we provide our clients with a comprehensive digital folder containing all the information that you, your family or intended beneficiaries will need to provide them with guidance and comfort.
A more reliable future
iResolve does all the legwork for you, so you can get back to what you do best. At the end of the iResolve process, you will have certainty and confidence that your wealth succession matters have been well structured and your future is secure. iResolve provides the option to refine and confirm your plan year-on-year, or as your situation and needs change.
iRESOLVE PROCESS
STEP 01: The Vision Builder
During this step we pinpoint your weaknesses and gaps. We’ll establish if you have adequate, up-to-date documents such as wills and buy/sell agreements. This session will give you confidence that all of your financial and legal issues have been considered and a plan of action is in place.
STEP 02: Get Me Organised
Even successful people need help getting their affairs in order. Our disciplined process collates all your important documents, making sense of them, identifying the gaps and weaknesses which will transform your mindset forever.
STEP 03: The Legacy Solution
Protecting your wealth demands a strategic view of risks and liabilities. We’ll capture your legacy intent; conduct a thorough risk review and implement your plan.
STEP 04: The Estate Transition
The estate transition blueprint ensures that your wealth transition issues are effectively communicated, documented and structured. iResolve will help you decide on the best structure to protect your assets to ensure the transfer of your wealth appropriately and responsibly.
STEP 05: iResolve Endorsement
Creating peace of mind is not a one-off event. It requires regular monitoring and refining to ensure your strategies and plan reflects your situation and goals. The iResolve Endorsement is designed to continually maintain and update your plan.
