Knowledge library

Resources.

Guides and practical notes for planning your finances and arranging a trust. Career enquiries have a separate pathway.

DIY self-audit

See what needs clarity before you book a conversation.

Ruang Waris helps you review how prepared your finances and legacy arrangements are across seven connected areas. Answer based on where you are today and leave with a clearer view of the gaps worth addressing first.

  • 35simple questions
  • 7planning domains
  • ±7 minto complete
  • Freepersonal score
Start the Ruang Waris audit The Bahasa Melayu self-audit opens inside this website. Your answers remain on your device while you complete it.

Start here

Start with the question you are trying to answer.

01

Wealth planning

Start with the risks your income carries

Understand how income protection, retirement planning and estate decisions fit together.
02

Trust planning

Compare family and charitable trusts

Read how each trust works, who it is designed to support and what to consider before proceeding.

Tools I use

Simple ways to prepare for a planning conversation.

01

Income and commitment review

List the income your household relies on and the commitments that would continue if you could not work.

02

Asset overview

Bring your investments, business interests and existing estate arrangements into one clear view.

03

Legacy questions

Write down who should benefit, what support they may need and which decisions should not be left unclear.