I’ve Been Working on Something Important


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I’ve Been Working on Something Important

Hi Reader,

Over the past little while, I’ve been working on something that’s very close to my heart.

It’s called the Green Box Exercise – and having worked together for a while, I wanted you to hear about it directly from me.

Over the years, I’ve seen first-hand how difficult things can become for families when someone passes away and there isn’t a clear record of what’s where.

Even in well-organised households, important information can be scattered across multiple locations, both physical and digital. In the middle of grief, that uncertainty adds unnecessary stress.

Then I came across the idea of the “Green Box” – a simple, structured way to bring everything together in one place, including your key documents, essential contacts, personal notes, and the practical information your loved ones would need if something happened to you.

I know it can be confronting to think about, but I truly believe this is one of the most practical and caring steps you can take for the people you love.

It doesn’t replace a will or formal estate planning – rather, it complements it by making life significantly easier for the people left behind.

I’ve created a free, guided Green Box Exercise program that walks you through the process step by step.

If you choose to take part, you’ll receive a short series of emails from me over the coming weeks, each focusing on one manageable action at a time. There’s no rush and no pressure – just a calm, structured way to create something that really matters.

If this resonates with you, you can get started here:

👉 Sign up for the Green Box Exercise

And of course, if you’d prefer to talk it through with me first, just get in touch.

This project means a lot to me – I honestly believe everyone I know and work with would benefit from completing it. I hope it makes a real difference to you and your family.

Warm Regards,

Jordan Vaka


Independent Financial Adviser - Planning Solo Founder

We’re here to help you rebuild your best financial life.

Just clear, useful, independent advice in your best interests. And for people facing one of life’s big upheavals, we think that’s pretty important.

www.planningsolo.com.au

1341 Dandenong Road, Chadstone, Victoria 3148
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