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Drafting Your Will. Simply. Future-Ready.

Exclusive investment opportunities & financial planning for young investors

For younger investors taking control of their financial journey, drafting your will is one of the smartest moves you’ll make. At Anchor, we know you’re building toward something bigger—so let’s make sure your “what-if” plan is just as future-ready.

GET STARTED

Why make a will now?

1

Because life is changing faster than ever

New jobs, side hustles, relationships, property, investments. A will keeps everything aligned.

2

Because you care about more than just your money

You care about how it gets shared, who gets to benefit, and how smoothly it happens.

3

Because ticking off this step means you’re investing in peace of mind

So while you grow your wealth, you don’t leave important outcomes to chance.

Draft your will

How it works

  1. We’ll conduct a Will-Needs Questionnaire—we’ll ask about you, your assets, your wishes, your beneficiaries.
  2. We draft your will template for review—tailored to your profile, simple to understand, ready to sign.
  3. You print, sign, and keep the original safe—or we help you with secure storage. Update whenever life changes.

Frequently asked questions

Want to find out more?

Not at all. A will is for anyone who has anything they care about distributing—investments, property, digital assets, even a legacy for a cause. Better to have it now than wait.

No, our will drafting service is available to Aspirant investors whether you’re just starting or already working with a wealth manager. Having your investments and will aligned under one trusted partner makes managing your financial life much simpler.

Absolutely. Life changes — and your will should too. You can revise or update your will anytime your circumstances shift — like getting married, having children, buying property, or growing your investments.

Nothing at all. We offer our will drafting service complimentarily to Anchor clients and Aspirant investors.
It’s our way of helping you put the right structures in place early — because future planning shouldn’t start with financial barriers.

Yes—our templates and process are guided by the latest relevant regulations and reviewed by qualified professionals. You’ll receive a fully signable document.

Contact Us

Speak to a wealth manager today

Speak to a wealth manager to discuss your goals.

WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.