My records Ready
" I'd like to plan ahead and have others avoid the big 'paper-chase'
if something were to go wrong
and I was unable to continue managing all of the household financial matters as I do today. "
… some bills are auto pay and others are paid by phone or other methods.
We don’t seem to have a record of what comes from where, and when
… we have passwords for so many things
… what if we were to lose the the original documents.
Imagine if I needed to use Power of Attorney or Health Directive – and didn’t know how to locate the document
… only I truly know how our home finances work.
That’s a risk.
My Records Ready can help you organise your finances to the point where you can hand them off if you were unable to continue what you do today
… providing security & peace of mind
- We systematically document how your finances work
- How to access key information
- We help you gather key documents that your Executor or Power of Attorney would need
- Reviewed and periodically updated
to My Records Ready VAULT
- We can help you convert important documents to a digital format
- If requested we can then upload those files to My Records Ready VAULT
- Hosted in Australia under Australian law
- Fully encrypted files using
AES 256 standard
- 2 Factor Authentication to access the VAULT
- Full Audit Trail
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.