Your legacy.
A complete record of your financial life. The RedFile brings together your Will, policies, investments and essential documents in one organised place — protecting your wishes, your wealth and your legacy.
Your Will & Final Wishes
Store your latest will in one place, so your wishes are clear and your family knows how your estate should be handled.
Trust Documents
Keep important trust documents together, making it easier to understand how family assets and wealth should be managed and protected.
Life Insurance Policies
Have a record of your life insurance policies, cover amounts, beneficiaries and important policy information your family may need.
Investments & Assets
Create one clear record of your local and international investments, savings, properties and other important assets.
Digital Accounts & Access
Keep instructions for accessing important digital accounts, online assets and other information your family may need.
Business & Succession Planning
Store all business information, ownership policies, succession plans, agreements and what should happen if you are no longer able to manage it.
Important Contacts
Give your family a clear list of the people they may need to contact, including your financial advisor, attorney, executor, accountant and other key professionals.
If something happened tomorrow, would your family know Where to start?
It is a question most of us don't like to think about. Your family may know you have investments or life insurance, but would they know where your original Will is? Or who the beneficiaries of your policies are?
During an already difficult time, your family shouldn't have to piece together your financial life. The RedFile gives them somewhere to start.
What is The RedFile?
The Red File is your personal financial, estate and legacy roadmap. It brings together important documents scattered between drawers, emails, and financial institutions into one organised place.
One Place
Centralised access to your complete financial and personal history.
One Roadmap
A clinical and structured picture of your affairs for family and advisors.
Greater Clarity
Complete peace of mind knowing the gaps are identified and closed.
More than organisation. It's a Financial Check-up.
One of the most important benefits is discovering what isn't in it. As we work through your affairs, we uncover missing pieces:
- Do you have a Will? Is it still appropriate?
- Do you have sufficient life cover?
- Are your beneficiaries correctly nominated?
- Are all assets (local and global) accounted for?
- Is your broader estate plan properly structured?
Why The RedFile Matters
Authorized Strategic Benefits
Clarity When It Matters
Your family has a clear starting point and a structured record of your important affairs.
Complete Wealth View
See your financial position as a whole rather than separate policies and documents.
Identify the Gaps
Highlight missing Wills, potential shortfalls, or undocumented assets.
Protect What You've Built
Organisation and planning are vital parts of protecting your legacy.
Keep Planning Current
Your file evolves as families grow and businesses change.
Turn Chaos to Order
A clinical transition from scattered data to a coordinated legacy roadmap.
How it works
Bring Together
We guide you through identifying and organising your financial information.
Review Picture
Once everything is visible, our advisors help you understand how the parts fit together.
Close Gaps
If something is missing, we help you take the next step—from Wills to insurance reviews.
Keep Relevant
Ongoing reviews ensure your planning stays current with your evolving life.
The RedFile Difference
Traditional financial planning can sometimes feel fragmented. One provider for investments, another for insurance, a Will somewhere else. Your family may not even know who all those people are.
The RedFile changes that. It provides a central roadmap connecting your financial life, backed by a wealth management team that understands the bigger picture.
Wealth management is about more than money
Continuity
Creating a bridge between generations.
Protection
Defending what you have built.
Clarity
Your financial life brought together.
Legacy
Your family knowing where to start.
Start your REDFile
You don't need to have everything figured out before you begin. That's exactly why we're here. One conversation can bring everything together.
Important Information
The RedFile is intended to assist clients with the organisation and coordination of important personal, financial and estate information. Financial recommendations should be based on an appropriate financial needs analysis and the client's individual circumstances. Legal, tax, trust and fiduciary matters may require advice from appropriately qualified professionals.
Authorised FSP Protocol Registry • FSP 48445