May 17, 2019 | Age Pension, Financial Literacy, Financial Planning, Retirement, Superannuation, wills
Simple ways to boost your retirement at any age, even if you’re already retired Chances are your retirement will be a long one. According to the Australian Institute of Health and Welfare the current life expectancy is 84.5 years for a man; and for a woman it’s...
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 9, 2018 | Financial Literacy, Financial Planning, wills
More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy – a government-determined formula. That may not divide your estate as you would like, and...
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...
