Why a Will Isn’t Just for the Wealthy
When people think about writing a Will, they often picture something reserved for the wealthy - people with big homes, investment portfolios, or complex estates. But here’s the truth: a Will isn’t about how much money you have. It’s about making sure your wishes are clear and your loved ones are looked after.
Whether you own a home, have savings, or simply want to make things easier for your family, a Will is one of the most important documents you can have in place.
📝 A Will protects the people you care about most
A Will is a legal document that outlines what should happen to your assets, possessions, and responsibilities after you pass away. Without one, the law decides how your estate is divided - and that might not reflect what you would have wanted. This can also cause delays accessing to assets such as money and put extra stress on your family members if there is debt!
Having a Will means you decide who gets what, who looks after your dependents, and how your legacy is handled. It also makes things clearer and less stressful for your loved ones during an already emotional time.
⚖️ Dying without a Will can be costly and complicated
When someone passes away without a Will, their estate is distributed according to legal ruling - not personal wishes. This can lead to delays, legal costs, and even family disputes.
Even if your assets are modest, not having a Will can create unnecessary financial and emotional burdens for the people left behind.
We have talked to Lawyers over the years, many have said that if you have more than $15,000 in assets (this INCLUDES your KiwiSaver), having a Will is a must on your to-do list to protect your assets and not burden your family members.
👨👩👧 It’s not just about money — it’s about care and clarity
A Will lets you do more than divide assets. It can:
Name guardians for your children.
Specify who will manage your estate.
Make clear any personal wishes or instructions.
Reduce the chance of disagreements or confusion.
These are decisions that matter to families of all sizes and incomes.
🏡 Your circumstances don’t have to be complicated to need a Will
You don’t need to own multiple properties or run a business to benefit from having a Will. If you have a bank account, KiwiSaver, personal belongings, or simply want your affairs handled a certain way — then a Will matters for you.
🌱 A Will gives peace of mind — for you and your loved ones
Creating or updating a Will is one of those tasks many people put off, but once it’s done, it can provide huge relief and clarity. It’s a way to care for the people who matter most to you, even when you’re not here.
🤝 Talk to us Today!
At New Vision, we believe good financial planning includes protecting your future — and your loved ones. If you’ve been putting off writing or reviewing your Will, we can help guide you through the process and connect you with the right professionals.
📅 Book your complimentary planning conversation today and take the first step toward peace of mind.
👉 Contact Us to get started.
Nimalka Perera
Business Development Manager
New Vision Financial Services
Plan your future and let us help you have peace of mind along the way.
