Will You or Won’t You? And If You Don’t, Who Will?
“I don’t have enough assets to worry about a will.’ “I’m too young to think about estate planning.” “I’ll get around to it later.” Does this sound familiar? If so,
April 2, 2025
Wills
How to Ensure Your Savings Benefit Your Loved Ones
Most of us work hard to save for our retirement, and thanks to tax concessions and compulsory contributions, superannuation often forms a large part of retirement savings. But it’s essential
April 17, 2024
Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
August 15, 2023
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
9 steps to a better retirement at any age
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
May 17, 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
7 ways to invest in your future
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
October 25, 2018
An important conversation
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
September 27, 2018
Is a DIY Will kit enough?
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
August 9, 2018
Is your will still relevant?
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
January 19, 2018
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 23, 2017
How will an inheritance affect your children?
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
September 8, 2017