How it works
How is your LegacyScore calculated?
Your LegacyScore is based on the information you disclose to us and will be updated monthly. For example bank accounts, properties, vehicles, insurances.
Your security is of the utmost importance to us, we use powerful security to protect your account.
Sign up
Helping people understand they have a personal set of assets as well as debts and that they need to re-prioritise their efforts on their assets and insurances to get the best outcome for their families.
Tell us about your assets
To inform owners of the value of assets and provide an unfair advantage to our users on the merits of each asset class within the context of the current economic climate
Leave the rest to us
Once you build your Legacyscore by adding on your assets and uploading your documentation, leave your Will and plan your legacy. Allow us to look after your today, tomorrow and after.
Your LegacyScore is composed of
Financial Competency
The implementation and application of financial literacy rules to your portfolio
Relations
Values the relationships you hold with family and friends.
Legacy Plan
Provides you with the ability to plan the financial distribution of your wealth amongst your beneficiaries.
Will Document
Protects your Legacy and ensures your wishes are supported ensuring those you intend to benefit from your legacy.
Financial Literacy
is about making financial decisions which are going to increase your net worth.
Goals
What do you want to achieve in life? What do you want to achieve with your legacy?
Insurance
A contract (policy) in which an insurer indemnifies another against losses from specific contingencies or perils.
Validation
Validation is a process of proving the existence and the ownership of your assets, debts and insurance.
Assets
An asset is something containing economic value and/or future benefit. An asset can often generate cash flows in the future.
Debts
Debt is money borrowed by one party from another.
Financial Competency
The implementation and application of financial literacy rules to your portfolio
Relations
Values the relationships you hold with family and friends.
Legacy Plan
Provides you with the ability to plan the financial distribution of your wealth amongst your beneficiaries.
Will Document
Protects your Legacy and ensures your wishes are supported ensuring those you intend to benefit from your legacy.
Financial Literacy
is about making financial decisions which are going to increase your net worth.
Goals
What do you want to achieve in life? What do you want to achieve with your legacy?
Insurance
A contract (policy) in which an insurer indemnifies another against losses from specific contingencies or perils.
Validation
Validation is a process of proving the existence and the ownership of your assets, debts and insurance.
Assets
An asset is something containing economic value and/or future benefit. An asset can often generate cash flows in the future.
Debts
Debt is money borrowed by one party from another.
Help us build the Financial planner of the future you want to use
Your Legacy matters
Not only does it mean keeping your financial affairs in order and some sort of control over your assets, but it can also legally protect, and support loved ones.