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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Part Two: A Global Pandemic, Uncertainty, And The Emergence Of Influencers
In the ever-evolving landscape of the digital age, the emergence of coaches and finfluencers didn’t occur in isolation; instead, it can be traced back to a number of factors, including the unprecedented impact of the COVID-19 pandemic. In part two of our series we take a closer look at how the pandemic played a pivotal […]
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The Rise Of Coaches And Finfluencers: Unveiling the Hidden Risks
In recent times, a new trend has emerged in the digital age—the rise of coaches and finfluencers (financial influencers). With the increasing popularity of social media platforms, these self-proclaimed experts claim to provide guidance and advice on everything from personal development and life skills to investment strategies and financial success. While some have found value […]
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What Is Inflation, And Is It A Problem?
Inflation is a topic that has been making headlines almost daily and has sparked concern for everyday Australians and the Reserve Bank of Australia alike. But what exactly is inflation, and should we be worried about it? I’ve been asked this question at every kids’ soccer game and BBQ I’ve gone to over the past […]
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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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Newcastle Office (02) 4969 6600
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