Financial decluttering – Step 4 – Lightening the load
Step 4 of our financial decluttering process is the part where you get to say goodbye to the unnecessary paperwork that’s been cluttering up your house and life. We’ve digitised the paperwork that can be kept as a soft copy and now it’s time to shred the superfluous.
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If you are an existing client we may have worked on decluttering your finances before. All existing clients can take up this service at any point in time.
Check out the other steps here on IFAMax:
Step 1 - How we’ll tackle your paperwork