Planning foundation
There's a difference between the 'could' and the 'must' of personal planning. We focus on the latter because there are specific fundamental services you simply must have in your life. To build the right foundation, we come alongside you to provide you with financial, legal, estate and heritage planning services that you absolutely cannot do without if you want to protect your plans, your assets and your loved ones.
You can instantly upload all existing financial policies onto the LegalTech cloud platform. Via your login portal, your financial plan can be managed from anywhere around the globe.
Financial data
Digital financial planning is more efficient, saves time, cuts down on unnecessary costs and removes the worry of knowing what to do and how to carry out complicated planning matters, which helps you avoid sifting through all the information online.
Estate data
The simple truth is, if you don’t plan your affairs properly, your loved ones will have a mess to sort out before they are legally allowed to inherit anything.
Emergency data
Your emergency is automatically linked to the Myprotector call centre where a case manager manages your emergency alongside the first responders and communicates with your family so they become aware of your situation and can find you.
Heritage data
Myprotector created a heritage preservation trust policy to give the average person a way to benefit from having a family trust, but without the cost of creating one. This means that everyone can now benefit from the opportunities afforded to them via the legal system.
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