We’re now working with some great organisations to provide value added services for clients.
Members of our the Secure My Treasures Partner Program collaborate with us in many and, sometimes, diverse ways for the mutual benefit of all our clients.
The Secure My Treasures Partners Program is designed for, but not limited to, the following professional or organisational groups:
legal, accounting and financial services, estate planners, future planners, retirement living providers, aged care placement services, homecare providers, health and care providers, declutterers, end of life services, insurance brokers, evacuation planning services, travel advice professionals, not for profits etc
We are here to make the difference that makes the difference. If that’s your mission, please contact us to discuss how we can work together for the benefit of our clients.
Download our Secure My Treasures Partner Program flyer here
JM Investments
As a specialist hunter of missing shares belonging to deceased estates, JM Investments‘ Jon Moses helps families and their lawyers to navigate a difficult and confusing process. JM Investments takes on ALL of the administration and phone calls regarding your estate’s shares and dividends so your team can focus on what’s important.
Founder Jon Moses discovered his niche in the estate space from his experience as a Lifeline Counsellor. You, your staff, and your clients will be met with care and empathy every step of the way. JM Investments is dedicated to being the best in the field when it comes to finding lost shares and dividends, offering their unique Blind Share Search. Already, JM Investments hav tracked down $6 million in shares and dividends. Over 95% of the shares and dividends recovered were not listed on unclaimed register.
Find out more about JM Investments and how they help you to track down estate shares at Deceased Estate Shares – JM Investments or email info@jminvest.com.au
Sage Executor Solutions
Did you know? It takes the average Executor in Australia 200 – 300 hours to fully complete deceased estate administration. This equates to up to 6 hours per week over the course of a year, depending on how much time you are able to allocate to the process. Most of this time is spent trying to locate and complete paperwork to close bank accounts, cancel direct debit payments and getting documents certified.
Sage Executor Solutions coordinates and manages the deceased estate administration workload associated with searching, reading, comprehending and decision making when a person dies, saving our clients in excess of 50 hours in precious time and energy.
Find out more at https://www.sageexecutorsolutions.com.au/ or email help@sageexecutorsolutions.com.au
Beyond the Will
Beyond the Will understands that traditional wills don’t include crucial aspects of end-of-life planning, leaving individuals and their families unprepared for the many challenges that may arise.
The holistic end-of life-planning from Beyond the Will provides peace of mind for you and your loved ones, provides some control over an often overlooked but important part of life and can save thousands of dollars.
Beyond the Will is here to support you with the knowledge and resources you need to make a holistic plan for the future. Beyond the Will provides compassionate and personalised support to help you identify priorities, articulate your preferences, and make informed decisions every step of the way.
Don’t wait until it’s too late. Find out more at https://beyondthewill.com.au/
Space and Time – Decluttering Service
Based in Victoria, Space and Time offers a range of services to help you achieve your decluttering goals. Whether you’re dealing with a messy kitchen, an overflowing wardrobe, or a cluttered home office, Space and Time can help you take control of your space and your life. Space and Time’s services also extended to hands on decluttering sessions, virtual coaching sessions and free workshops.
Looking for some great tips and advice on how to declutter and organise your home, check out the Space and Time, website spaceandtime.com.au , Facebook https://www.facebook.com/Spaceandtimeprofessionalorganising/
When you’re ready to transform your home into a peaceful and organised oasis, head over to spaceandtime.com.au to learn more about their great range of services and how they can help.
Well Placed Care – helping you to navigate the aged care journey
Well Placed Care provide independent information and guidance that enables people to avoid costly pitfalls throughout their aged care journey.
Trying to navigate the aged care system alone can be a complete minefield for some as there are so many beneficial strategies and complexities to consider, it’s difficult to know if you’re actually making the right decision. Well Placed Care’s aim is to minimise your family’s stress and confusion surrounding the many choices in aged care. They assist with future planning, home care selection through to residential care placement.
Well Placed Care are true independent and personalised aged care specialists. Well Placed Care are not affiliated with any particular providers or facilities and therefore offer a completely unbiased opinion, nor do they accept payment or kickbacks from them. They prefer leveraging their industry insights for priority placement and discounted rates for you.
As your advocate, families are welcome to contact Well Placed Care at any stage throughout the process. Their end-to-end service is ongoing and will conclude if aged care is no longer required or 6 weeks after permanent admission to care.
Acquaint – premium home care service
Acquaint approaches at-home assistance differently – with a premium, passionate and personal touch.
Over the decades, we’ve perfected the art of personalised service. We shine in the comfort and privacy of home: from chaperoning our clients to their appointments, to providing live-in care.
With intuitive technology, seamless customer service, and systems designed by experts – we meet our clients’ every need. Fundamental, fancy, or otherwise.
Acquaint simply gets things right. www.acquaintco.com.au
Our Memberships
