Life Organiser

Get organised and
turn your life around

We all know we need to have our affairs documented and in order, but how many of us get around to doing it? We have developed the Life Organiser to help you make this happen.

The Life Organiser has been developed to assist you in managing your affairs and to make sure you have all of your important information documented, and backed up electronically. It includes your personal, financial, property, insurance and business details.

Why should you develop your Life Organiser:

Reduce potential distress for loved ones in the event of your disability or death
Ensure your vital documents are collated in a central readily available location.
If your home was destroyed, do you have copies of all of your essential documents?
Do your family know where to find your insurance polices, vehicle ownership papers, etc?
Do you have your phone, electricity and other household service suppliers’ details all in one place?
Have you documented your funeral wishes?

What is involved?

You will attend a 60 minute workshop with the GECA Business Advisor.

During the workshop, we will:

Give you an electronic Life Organiser template that will become the register of all your essential documents.
Set a timeframe for completing your Life Organiser which fits around your commitments.

Following the workshop we will give you a follow up call to see how you are progressing with completing your life organiser.

Upon completion of your Life Organiser we will store the information electronically in a safe and secure manner. We can also provide you with a printed folder for your information. Each year when we review your annual accounts we will refer to the Life Organiser to highlight any areas you may wish to update.

We recommend that you begin using this service as soon as possible, as you never know what is around the corner. Imagine the peace of mind and the time you will save when you have all your essential documents stored in a central place.

Call us on 0800 758 766 to further discuss our Life Organiser service.

Life Organiser Workshop – 25% Discount!

LEARN MORE

This comprehensive Life Organiser Workshop is valued at $200

Call today to receive a discount of 25% – Phone 0800 758 766.

Life Organiser Enquiry

Proven expertise across all areas of your business

What our client say

We worked with Giles to create an Organisational Structure to allow us to step back from the day to day business operations and focus on strategy and governance. This identified the need for a CEO and Giles was able to help with all aspects of the CEO recruitment process. His corporate skills and experience were instrumental in ensuring a successful outcome.

Peter Medforth

/ Fel Group Limited
Giles at GECA Chartered Accountants did a business plan workshop for me earlier this year. It was incredibly helpful and really helped me focus on what I wanted to achieve. Giles helped me see the steps I needed to take to get these goals. I strongly recommend using his services!

Matthew Summer

/ Accent Dental Limited
We were unaware of the GST implications of renting through AirBnB and that this could impact out family home – Giles was able to provide timely advice that meant we avoided this issue which could have proved very costly to us. Thanks, Giles!

Rose Maharaj

AirBnB Operator
Last year we began renting several properties through AirBnB. The GECA team provided helpful advice through out the setup process and we now have one of their PlusOne packages to take care of our accounting and taxation requirements. And they are a fun too – not often you can say that about accountants!

Ian McKay

AirBnB Operator
During my Organisational Review by Giles Ellis at GECA Chartered Accountants we found it was great to understand the need for effective organisational structure to free up my time. I have found our meetings with Giles helpful to get an independent view of the business and re-emphasise the need for systems.

Mike Smith

/ Civilplan Consultants Limited
I recently attended my annual complimentary meeting with Giles at GECA Chartered Accountants and I found it was good to compare what has been achieved from the prior year and this helps to refocus my attention on the bigger picture.

Dave Andrews

/ Ahead Buildings
Giles Ellis and the team at GECA Chartered Accountants helped to crystalise my thinking around short to medium goals, provide clarity around strategy and made me more aware of the Heath & Safety risks.

Chris Rupe

/ S.P.Q.R. Limited
GECA Chartered Accountants helped me understand the need for proper planning, understand the Health and Safety risk and gave me the opportunity to consider what we should be doing, implement corporate discipline.

Margette Campbell

/ Pure Dance Limited