Wills

At AD Financial, we understand the importance of planning for the future and ensuring your loved ones are taken care of. A well-prepared will can offer peace of mind and clarity for you and your family, and we’re here to guide you through the process every step of the way.

AD Financial – Your Trusted Mortgage and Protection Brokerage

A will is a legal document that allows you to specify how your assets, such as property, savings, and possessions, will be distributed after your passing. It ensures that your wishes are clearly outlined, providing for your loved ones and simplifying the process for them during a difficult time.

Having a will in place offers several key benefits:

Control Over Your Legacy: A will allows you to decide who will inherit your assets, ensuring your estate is divided according to your wishes.
Protection for Loved Ones: By designating guardians for minor children and beneficiaries for your assets, a will helps secure your family’s future.
Minimizing Legal Complications: A clear and legally recognized will can help reduce the risk of disputes or legal delays in the distribution of your estate.

Our team works closely with trusted professionals who specialize in will preparation. Together, we can help you:

Draft a Will Tailored to Your Wishes: We’ll ensure that your assets are distributed according to your preferences, providing for the people and causes that matter most to you.
Safeguard Your Family’s Financial Security: A will can be an essential part of financial planning, protecting your family from potential legal issues and ensuring a smooth transfer of assets.
Simplify the Process: If this is your first time creating a will, we make it easy to get started by explaining each step and handling the paperwork, so you can feel confident about your choices.

With AD Financial, you’re in good hands. Let us help you create a will that provides security and peace of mind for you and your loved ones.

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Jemma Ramos

CEO

Anna made the entire mortgage process feel effortless! She explained every step with patience and clarity, ensuring I felt confident in my decisions. Her knowledge and dedication are unmatched—I wouldn’t hesitate to recommend her to anyone looking for a stress-free experience!

Blake Gallegos

CMO

Working with Anna was a game-changer! She found the perfect mortgage deal tailored to my needs and worked tirelessly to make it happen. Her professionalism and approachable nature made her a pleasure to deal with. I couldn’t be happier with the results!

Monica Ingram

Manager

Anna is a superstar mortgage broker! She understood my unique circumstances and found a solution that exceeded my expectations. Her expertise, coupled with her friendly demeanor, made what could have been a daunting process smooth and enjoyable. Highly recommended!

Angus Dawson

Doctor

Anna’s protection advice was invaluable. She took the time to understand my situation and recommended policies that gave me and my family complete peace of mind. Her genuine care and expertise in this area are evident, and I couldn’t be more grateful!

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Wills

AD Financial – Your Trusted Mortgage and Protection Brokerage

Having a will in place offers several key benefits:

Your home may be repossessed if you do not keep up repayments on your mortgage.

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