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,
“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,
The introduction of compulsory superannuation in 1992, embedded the concept of retirement saving into our investment psyche.While Australia’s superannuation scheme has its complexities, the idea is simple: regularly contribute a
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you are on track and on top of changes happening across tax
Caring for a loved one can be deeply fulfilling but brings its fair share of challenges too – as Laura discovered. When her mother Shelly had a stroke, she
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
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or speak. David had been
We all know that having a Will to protect our life’s assets is crucial, but what about our virtual life? Is our online presence classed as an asset? It most
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What is your ‘estate’? Your
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
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 Even then, many Wills are out of date or invalid.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
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.