My Records Ready

We help you to gain control of your finances. We act and liaise as your informed advocate - working with you and your existing relationships - to help you achieve the most effective results. We are not a Tax Agent or Chartered Accounting Service. We do not provide legal, financial or investment advice. We support you to source the information you and your service providers will need, and identify the questions you may need to ask. Our services include: Family Office Support - we reduce the administrative burden and the key person risk of managing your personal affairs. Executor Support - We help you to stay in charge of your finances when you have lost a loved one. We take you through a discovery process that determines your current situation and quickly present a detailed action plan in relation to the estate. Then we can assist with the tasks that need to be completed to take control.'My Records Ready - Supporting Financial Independence' and the Logo are protected by Trademarks