Welcome to Fusion Discovery. In this part of the Fusion process we collate your current information along with your financial and lifestyle goals. This information is crucial as it forms the basis from which we develop the strategy , structure and solution to create your financial or estate plan.
The 5 min financial health check is designed to provide a high-level overview of your comfort level with the various aspects of your financial circumstances.
This provides some basic financial information and forms the basis of our financial data collection for you for all our processes.
Outlines the process for getting your estate planning in place.
Our Estate Planning Questionnaire provides a simply way to capture who is in your family and who you want involved in your Estate Plan.