My Records Ready
Supporting Financial Independence ®
What we Do
FAMILY OFFICE
Support
We reduce your administrative burden
and reduce the key person risk of managing
your personal financial affairs
… while keeping you in control.
EXECUTOR
Support
My partner has passed away.
What do I need to do now
to stay in charge of my finances?
Where do I start?
My Records
Money Manager
You may want us to be a little more involved in
your daily money management.
My Records
DOSSIER
Plan ahead with My Records Ready DOSSIER,
and help others avoid the big 'paper-chase'.
... and we do it all securely
My Records Ready VAULT provides encrypted document storage with access requiring 2-Factor authentication.
Services
We are not a Tax Agent or Chartered Accounting service. We do not provide legal, financial or investment advice.
We act and liaise as your informed advocate – working with you and your existing relationships – to help you achieve the most effective results.
We support you to source the information you and they need, and identify the questions you may need to ask.