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A family trust
doesn’t need to cost
an arm and a leg
BUILD YOUR OWN TRUST ONLINE
Asset
Protection
Mistakes to
Avoid
TrustUs.co.nz
Peter’s Story
Business Owner
Married Twice
Copyright © 2016 MAC Innovations NZ Limited.
All Rights Reserved.
This is an interactive brochure
[click images]
To learn more
1
Protecting
my home
within a
Trust
3
Ensuring my
Life Insurance
is paid directly
to my Trust
Why do it?
The most important
element for me is that
trustees have to act in
the best interests of
the beneficiaries.
I might be a trustee
for now, but later
if something were to
happen to me, I am
there in spirit.
Ensuring any wealth
I manage to create
has to be used in the best
way for my children, over
their lifetime. Not blown
over a couple of years.
My Approach
Delivering an easy asset protection and
estate planning strategy that protects
my family now and in the future
I realised
I have a
legacy worth
protecting
TrustUs
Everything we do
We believe in challenging
the status quo. We truly
think differently.
We challenge
the status quo
by making our solutions
online easy.
We just happen
to have made Asset Protection
and Estate Planning available
for hard working families
like yours.
Want to
get yourself
sorted?
Why did I prepare
Easy Wills?
The last thing I wanted was
my loved ones going through
more pain, when I know I
can be taken away from
them suddenly.
Why did I transfer
Life Insurance?
So my wealth becomes safe
from undesirables, over my
family’s lifetime and beyond.
Why did I set up a
family home trust?
Because I didn’t want to
lose the roof over my head,
over something I didn’t
see coming. Protection from creditors
and legal action
Protection from relationship
and property disputes
Control over what
happens when I die
I gained
The funny
thing about
wealth
It is subjective. Of course,
we can look at the uber-wealthy
elite like Bill Gates, the top
one-percenters, and wonder
what it's like to be a billionaire.
The truth is
if you own a home,
you fit into a class of wealth
that most people on the planet
don't enjoy and probably
never will.
My
lifestyle
and family
are worth
protecting
Setting up a
family home trust
was one of the best
decisions I have made
It protects
my home
and any other assets
I choose to transfer
in the future
How did
I do it?
Click on the dynamic
links to show you how
Easily set up your own
Family Home Trust
and Wills for the cost
of a coffee a day
How much will
your home be worth
in 30 years?
I learnt that wealthy
people plan ahead
Whether you're young or old,
rich or poor, married with
children or living alone, you
almost certainly have
something you'd like to
pass on to loved ones
when you die?
The big five
mistakes
I think people make
in my opinion are:
A whopping 20%
of NZ homeowners
already have their homes
in a trust, so I knew I was
doing the right thing.
1. Assuming it isn’t for them
2. Limiting options
3. Looking at pros and cons
4. Not being protected
5. Delaying decisions
The genius of the
family home trust
lies in my ability to be
very specific about
protecting my home.
Accidents happen
all the time
I know first hand
accidents happen.
I can be sure I have done
what I can to protect my family.
The whole process
took me minutes
to complete.
The opportunity
was invaluable
I was able to set up my own
family home trust completely
hassle-free, all at my fingertips.
In the comfort
of my home
Our lives are too busy
for more meetings.
The process
I went through meant
I could confirm details
quickly.
Take control
If I made a mistake,
I simply clicked back,
and changed details.
I could even
view documents
before I confirmed
payment.
Pricing and
convenience
I worked out
I saved thousands.
Other providers charge
$3,000+.
TrustUs at half
the price also offers
Consumer Financing
at less than $6 a day.
Phenomenal value
TrustUs provide this value
to ensure this saving is kept
for your family.
So what are you
waiting for?
It really is
in your hands.
Peter
Trust
Us

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Peter's Story - Asset Protection Mistakes to Avoid

  • 1. A family trust doesn’t need to cost an arm and a leg BUILD YOUR OWN TRUST ONLINE Asset Protection Mistakes to Avoid TrustUs.co.nz Peter’s Story Business Owner Married Twice Copyright © 2016 MAC Innovations NZ Limited. All Rights Reserved. This is an interactive brochure [click images] To learn more
  • 2. 1 Protecting my home within a Trust 3 Ensuring my Life Insurance is paid directly to my Trust Why do it? The most important element for me is that trustees have to act in the best interests of the beneficiaries. I might be a trustee for now, but later if something were to happen to me, I am there in spirit. Ensuring any wealth I manage to create has to be used in the best way for my children, over their lifetime. Not blown over a couple of years. My Approach Delivering an easy asset protection and estate planning strategy that protects my family now and in the future I realised I have a legacy worth protecting
  • 3. TrustUs Everything we do We believe in challenging the status quo. We truly think differently. We challenge the status quo by making our solutions online easy. We just happen to have made Asset Protection and Estate Planning available for hard working families like yours. Want to get yourself sorted? Why did I prepare Easy Wills? The last thing I wanted was my loved ones going through more pain, when I know I can be taken away from them suddenly. Why did I transfer Life Insurance? So my wealth becomes safe from undesirables, over my family’s lifetime and beyond. Why did I set up a family home trust? Because I didn’t want to lose the roof over my head, over something I didn’t see coming. Protection from creditors and legal action Protection from relationship and property disputes Control over what happens when I die I gained
  • 4. The funny thing about wealth It is subjective. Of course, we can look at the uber-wealthy elite like Bill Gates, the top one-percenters, and wonder what it's like to be a billionaire. The truth is if you own a home, you fit into a class of wealth that most people on the planet don't enjoy and probably never will. My lifestyle and family are worth protecting Setting up a family home trust was one of the best decisions I have made It protects my home and any other assets I choose to transfer in the future How did I do it? Click on the dynamic links to show you how
  • 5. Easily set up your own Family Home Trust and Wills for the cost of a coffee a day How much will your home be worth in 30 years? I learnt that wealthy people plan ahead Whether you're young or old, rich or poor, married with children or living alone, you almost certainly have something you'd like to pass on to loved ones when you die? The big five mistakes I think people make in my opinion are: A whopping 20% of NZ homeowners already have their homes in a trust, so I knew I was doing the right thing. 1. Assuming it isn’t for them 2. Limiting options 3. Looking at pros and cons 4. Not being protected 5. Delaying decisions The genius of the family home trust lies in my ability to be very specific about protecting my home.
  • 6. Accidents happen all the time I know first hand accidents happen. I can be sure I have done what I can to protect my family. The whole process took me minutes to complete. The opportunity was invaluable I was able to set up my own family home trust completely hassle-free, all at my fingertips.
  • 7. In the comfort of my home Our lives are too busy for more meetings. The process I went through meant I could confirm details quickly. Take control If I made a mistake, I simply clicked back, and changed details. I could even view documents before I confirmed payment.
  • 8. Pricing and convenience I worked out I saved thousands. Other providers charge $3,000+. TrustUs at half the price also offers Consumer Financing at less than $6 a day. Phenomenal value TrustUs provide this value to ensure this saving is kept for your family. So what are you waiting for? It really is in your hands. Peter Trust Us