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 Even then, many Wills are out of date or invalid.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...
Aug 31, 2018 | estate planning, Financial Planning
Most people want to remain independent throughout retirement and to stay in control of where and how they live. But your ability to do so may depend on your health and physical well-being. As we age, some things become harder to do on our own. If your ability...
Jan 19, 2018 | estate planning, Uncategorised, wills
Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left this planet. Our ideas about who will benefit from our estate could potentially change often...
