The Family File

The Family File

Is your important personal and business information and documentation stored safely and securely?

We all know that we should have our affairs documented and in order, but as it seems such an onerous task, how many of us get around to doing it?

We have developed the Family File to help you make this happen.

The Family File

The Family File is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business matters that require documenting and storing securely.
It’s been designed to provide peace of mind that your affairs are in order and minimise stress for your loved ones in the event of disability, death or disaster.

Being organised leaves more room for spontaneity.

– Kimberly Pappas

Benefits of the Family File:

  • Ensures your insurance cover is in accordance with your needs and can be accessed readily
  • Security knowing that a backup of all of your documents is stored at McKenzie + Co
  • Continuous access to experienced service and support from our Team, who will help you review your Family File at any time
  • Less distress for family when dealing with your affairs should you become unable to

The Family File is a cost-effective central register for you to confidently capture and store your important personal information and documentation.

 

Contact us today to discuss how our Family File will provide peace of mind and assurance that your personal affairs are in order.

Contact us today to discuss how our Family File will provide peace of mind and assurance that your personal affairs are in order.