How To Ensure Your Wishes Are Met When Leaving A Legacy
As a financial adviser, part of my job is to help my clients plan for their future, and that includes planning for what happens to their Superannuation when they pass away. Let’s investigate this intriguing topic. Cracking the Superannuation Code First things first, your superannuation isn’t automatically included in your Will unless you have given […]
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Australia Braces for Unprecedented Generational Wealth Transfer
Australia is on the cusp of a significant shift in its financial landscape as the transfer of generational wealth takes centre stage. In the coming years, a substantial amount of wealth is expected to pass from the older generation (notably baby boomers) to their children, presenting both opportunities and challenges for individuals, families, and our […]
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Financial Advice After Losing A Spouse: Navigating The New Reality
by Sheree King Losing a spouse is both emotional and challenging, and widows and widowers often experience a new financial reality that can be overwhelming to navigate alone. Seeking financial advice is essential to help widows and widowers understand their financial situation and make informed decisions. How Getting Financial Advice Can Help A financial advisor […]
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Estate Planning and Why it Needs to be Discussed (Again)
Why are we discussing estate planning again? There are a number of current issues that frequently bring this topic up. These include: COVID-19 – this is a reality check for many people and has given rise to uncertainty as to the effects on family and assets Rising property prices, the share market and general wealth […]
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Estate Planning: What is it? Do I need it?
We don’t plan to die, but we do need to plan to protect our assets for when the inevitable happens. For this reason, estate planning is something we should all consider.
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