Financial Advisers & Accountants
The missing layer between financial planning and family preparedness.
Support clients to organise the practical information and family conversations that sit behind financial, succession and estate planning.
Why This Matters
The evidence behind the urgency.
Financial planning often focuses on assets and structures, but many families remain unprepared for the practical realities of illness, incapacity and death.
- 50%+
of Australian adults do not have a valid or up-to-date Will.
Australian Law Reform Commission (2017)
- 100s
of hours commonly spent by executors managing post-death administration.
Victorian Law Reform Commission (2016)
- 82%
of Australians believe their families do not fully understand their end-of-life wishes.
McCrindle Research for AFDA/Funerals Australia (2021–2022)
- Most
families do not know where important financial documents, insurance information or key contacts are located when they are needed.
Industry observation
The Problem
What professionals in this industry experience today.
Clients often have superannuation, insurance, investments and financial plans in place — but families do not know what exists, where information is stored, who to contact, or what the client's wishes are.
- Superannuation accounts and beneficiaries
- Insurance policies and coverage
- Investments and accounts
- Financial plans and instructions
- Family wishes and intentions
"Strong financial plans only deliver their full value when families can find and act on them."
The Critical Info Preparedness Pathway
One pathway, tailored to your client journey.
Critical Info adds a practical preparedness layer to the advice you already deliver.
- Succession planning
- Family communication
- Information organisation
- Future preparedness
Benefits
Outcomes that matter for your practice.
- Better succession outcomes
- Improved family preparedness
- Stronger client relationships
- Additional value beyond advice
- Improved intergenerational planning
How It Fits Into Existing Workflows
A natural step inside the journey you already run.
- Financial Planning
- Critical Info Preparedness Pathway
- Family Preparedness
- Future Transitions
Early Outcomes
Measurable behaviour change, not just awareness.
The Critical Info approach has demonstrated measurable behaviour change through preparedness and end-of-life planning pilots.
- 90%Took practical planning action
- 80%Updated important documents
- 70%Started conversations with family
- 78%Reported planning felt easier
- 60%Reported high confidence discussing end-of-life planning
What these outcomes mean
Participants are not simply learning about preparedness. They are taking practical action by:
- Organising important information
- Identifying decision-makers and key contacts
- Updating important documents
- Starting conversations with family members
- Increasing confidence around planning and end-of-life discussions
Next step
Explore how Critical Info could fit into your existing workflow.
Supporting better prepared clients, families and decision-makers.