Prepare for the unexpected
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or speak. David had been
February 16, 2023
Estate Planning
New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 19, 2022
How valuable is your virtual life?
We all know that having a Will to protect our life’s assets is crucial, but what about our virtual life? Is our online presence classed as an asset? It most
November 25, 2022
Avoid an inheritance headache
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she
August 19, 2022
Are you sacrificing your retirement for your adult children?
According to Finder.com, 44% of Australian parents feel the urge to subsidise their adult children’s lifestyles. Besides helping with expenses such as university fees, utilities bills, etc., as home ownership
March 16, 2022
Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid
With thanks to Dr Shane Oliver Head of Investment Strategy & Chief Economist AMP 2021 – another year of covid Just as 2020 was dominated by coronavirus so too was
December 16, 2021
The importance of having a will
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What is your ‘estate’? Your
July 16, 2021
Preparing for the biggest wealth transfer in history
Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth
July 8, 2021
Estate planning and superannuation
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the same degree of effort into planning for our deaths. It
January 6, 2021
Power of Attorney – Empowering yourself to go above and beyond
“I’m thrilled to announce I’ve been appointed Mum’s Power of Attorney,” said no-one ever in the history of sibling rivalry. While many of us end up saying that – well,
October 29, 2020
Traps to avoid in retirement – ignoring estate planning
Don’t have a Will? You’re in good company. Less than half of Australian adults do. Even then, many Wills are out of date or invalid. The upshot is that hard
September 25, 2019
Ensuring your voice is heard – Please get a will!
When you’re here to supervise your worldly affairs, your voice, which reflects your current views, is heard, and more often than not, heeded. But when you’re not here, what voice
November 17, 2018