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
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
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
“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,
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 Even then, many Wills are out of date or invalid.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
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
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
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
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
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
Australia has emerged from a mix of wonderful cultures, many of which came to our country in search of a new life in a new country with great promise. The
We all know how important it is to have a current will, even if we haven’t got around to it yet. But documenting what happens to your assets after you
The information contained within this site has been prepared by Priority1 Wealth Management Group Pty Ltd. Priority1 Wealth Management Group Pty Ltd is a Corporate Authorised Representative of Priority1 Wealth Management Group (Australia) Pty Ltd (AFSL 324472). It contains general advice only and has been prepared without taking into account the objectives, financial situation or needs of any individual. Priority1 has endeavoured to keep all information current and accurate, however you should speak with a Priority1 advisor before making any financial decisions. Do not act on the information within this site alone, as the decisions you make may not be appropriate to your personal goals and objectives, and you may not be aware of the risks you are taking.