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
Wills
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
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 2017
Home-Based Care – Independence with Dignity
Supporting older loved ones no longer means removing their independence. With in-home care readily available, older people and their families are benefiting. A report by the English Longitudinal Study of
March 27, 2017
Preparing for Tomorrow
Following on from last weeks article on aged care. Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden
July 15, 2016
Putting Aged Care Costs Into Perspective
A growing number of Australians are encountering the challenges of assisting elderly relatives with the move into aged care. One of them is David. Recently he had to help his
July 10, 2016
Newsletter
Recent Posts
- Is Debt Consolidation Right for You? A Checklist for Australian Homeowners
- Residential aged care changes – What could they mean for me?
- Stop resting on your (high income earner) laurels!
- Inflation vs. Your Savings
- Why do some believe the younger generation in Australia are worse off than baby boomers.