Jan 6, 2021 | estate planning, Financial Literacy, Financial Planning, Superannuation, Uncategorised, wills
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 is not always a pleasant topic to think about, nor is it a commonly understood process. It is however a...
Oct 29, 2020 | estate planning, Financial Literacy
“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, perhaps not the thrilled part – how many of us know what to expect and why. Addressing the what, a...
Sep 25, 2019 | estate planning, Financial Literacy, Financial Planning, Health & Wellbeing, Retirement
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 Even then, many Wills are out of date or invalid.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 earned wealth may be fought over by family or distributed by government formula, and not end up with the...
Nov 17, 2018 | estate planning, wills
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 will be heard? Will it be your most recent voice; an old voice from several years ago; or...
Oct 25, 2018 | estate planning, Financial Literacy, Financial Planning, Health & Wellbeing, Superannuation, wills
One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains and often have difficulty remembering things. But the ageing process should be seen as a privilege. We have retirement...
Sep 27, 2018 | estate planning, Financial Literacy, Financial Planning, wills
None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Charles became ill, his family’s priority was to support him through his treatment, and keep him positive and as comfortable as...
