Tag Archives: future focus

September is Free Wills month!

Considering leaving a gift in your Will doesn’t equate to being old: it’s about providing for your family and ensuring that the things you care about can benefit when your time is up.

The University of Canterbury has partnered with Justly, the online Will writing service, to create a brilliant opportunity for staff, friends and family to write a Will and/or a Statement of Wishes free of charge. There is no obligation to leave a gift in your Will to the UC Foundation, it’s just a great benefit that you can enjoy from the comfort of your own home.

Wills are not just for the rich and wealthy either. Regardless of how much or how little money you have, they ensure that your personal belongings and assets go to the people/good causes you nominate.

According to Sorted, less than half of adults in NZ have a Will, which means that if you die intestate (without a Will) those you care about most may not be looked after. This doesn’t have to be your final forever Will – it’s just a starting point to make sure you have every possibility covered.

To find peace of mind you can get started here. Once you have entered your email address you will be sent a link to begin (which can be activated at any time). Upon completion – approximately
10-15 minutes – you will be taken to a checkout and you can use the following codes to overwrite the minimum charges for a comprehensive single Will and/or a Statement of Wishes:

UCALUMNIWILL to claim your free Will
UCALUMNISOW to claim your free Statement of Wishes

Too easy!

In the months of July and August we have seen over 300 people access this service. Let’s see if we can beat this for September.

Any questions, just email kathryn.marshall@canterbury.ac.nz in the Alumni & UC Foundation team, or call 03 369 5530 for a chat.

Financial Planning for those close to Retirement

Upcoming 1.5 hour financial planning seminar for those close to retirement. This is aimed at those in the last one to five years of their full-time employment.

170803- Retirement seminar

The seminar will focus on the following:

Life style planning

  • The stages of retirement.
  • Where the cash is going to come from to
    replace your regular salary.
  • Knowing how much you can afford to
    spend.

Investment planning

  • How to manage your wealth in a way that
    will see you through your retirement years.

Insurance and estate planning

  • What do you need?
  • What are the best structures to put in
    place?

For this group, NZFP extend an invitation to partners to participate.

Wednesay, 16 August 2017
12 noon to 1.30pm

Please register your interest for this seminar by contacting Shelley Dick, via email or phone (03) 375 4040.

Another NZFP Seminar will also be held this year for the 35–55 age group.

Please see the Learning and Development: Financial Planning Seminars intranet page for further information.