THE FAMILY PROTECTION PACK
Your kids, your call.
A simple will, powers of attorney and an insurance check, done in one go with a local Sunshine Coast financial adviser and our legal partners. All done within 14 days.
FIXED PRICE
$399 for Couples
Individuals $299
20-minute chat, in person or video
All done within 14 days
Suits straightforward family situations
No jargon · No judgment · No pressure.
WHAT'S INCLUDED
The paperwork most parents mean to get to.
Your Family Protection Summary: A breakdown of your insurances, plus copies of your will and powers of attorney, all in one place.
Your Will
Name who you would want to look after your kids, and say what happens to what you own.
Powers of Attorney
Choose someone you trust to make decisions for you if you ever can't.
Insurance check
We track down your super and insurance details and lay out the cover you already have.
HOW IT WORKS
Three steps. All done within 14 days.
1 - Book online
Pick a time that suits you. It takes a minute.
2 - Have a 20-minute chat
In person in Maroochydore or by video. We talk about your family, who you trust and what you own.
3 - Sign and you're sorted
Our legal partner prepares your documents. You review and sign off, and you get your Family Protection Summary.
FAQ
Good questions
-
Our legal partners, LightYear Legal Pty Ltd. Level Up Wealth does not provide legal advice, so any legal questions go straight to them.
-
$399 per family, or $299 for individuals.
-
No. Your chat can be in person in our Maroochydore office or by video, whichever suits you.
-
The names of your super funds and insurers, if you know them. If you don't, that's fine. We'll track them down.
-
We find the cover you already hold, inside and outside super, and summarise it clearly. It's factual information, not a recommendation.
-
All done within 14 days of receiving your information. The sooner you send it through, the sooner it's sorted. If you're not sure what we need, we'll walk you through it in your chat.
-
Book the chat anyway. If you need more than a simple will, we'll tell you straight and point you in the right direction at no cost.
Ready to get it sorted?
Book a 20-minute chat, in person or by video.
No jargon · No judgment · No pressure.