Top 5 legal issues in estate planning — and why professional advice matters
Estate planning is more than simply writing a will. It’s about protecting your wealth, providing for loved ones, and reducing legal and tax complications after your passing.Yet many Australians either …
The top 5 goals of retirees – and why good advice makes all the difference
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next?While the answers va …
It’s Not Easy Being an Executor: What You Need to Know First
Being appointed as the executor of an estate is often seen as an honour. It signals trust, responsibility, and recognition from a loved one. However, what many people don’t realise until they’re in th …
Empowering Financial Freedom: Insights from The Money Sandwich
Empowering Financial Freedom: Insights from The Money SandwichIn today's economic landscape, navigating financial responsibilities can be overwhelming, particularly for the 'sandwich generation'—those …
When should you start thinking about Estate Planning?
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to tak …
Financial Management When a Loved One DiesLosing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sort …
Money and Life(Financial Planning Association of Australia) With the rising cost of housing, an aging population, climate change and now a pandemic falling squarely on the shoulders of Australia’s mil …
Hannah Ryan(Australian Associated Press) Australians should talk more about death and dying so they can plan for the final stage of their lives, a group of experts is warning.A lack of acceptance, com …
Making sure your Estate Planning is in order is essential to protect your loved ones, prevent unnecessary complications, and ensure that your assets are distributed as you’d wish. However, it’s all to …
When you have a business, you should be thinking of an exit strategy right from the start. We have been working on our plans for the succession of IAS from myself to Jo when I retire for several years …
A good business coach can help you clarify goals, future-proof your business, and strengthen team bonds.In recent years, our company has been transitioning from one generation to the next. Doug is pas …
Many of us make ambitious resolutions at the start of a new year. However, these are often quite general and therefore hard to action. In 2018, try tackling our list of specific, achievable tasks inst …
