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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New Legislation And A New Government – What’s Ahead In The New Financial Year?
The new financial year is fast approaching and with this comes various legislative changes enacted from the previous Government. There have also been a number of changes proposed by the new Government, which may take effect in the coming months. Here’s what you need to know. Legislated Changes Below is a brief summary of some […]
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How Much Do You Need To Retire?
The two questions I am asked more than any other are: “how much do I need to retire?” and “do I have enough to retire?” The answer, unfortunately, is never a quick one and really can’t be answered without first understanding your own income needs and the lifestyle you want to achieve once you leave […]
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Aged Care Case Study: How Getting Advice Can Make A Difference
When faced with the decision to move a loved one into aged care, it’s often a confronting experience and often is exacerbated with the need to make decisions quickly. It’s important that you understand the options that you have in relation to the funding of any required care and the impact this may have on […]
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East Gosford: Suite A & B, 78 York Street East Gosford NSW 2250
Postal: PO Box 1050 Hamilton NSW 2303
Newcastle Office (02) 4969 6600
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East Gosford Office (02) 4092 4111
info@lambourne.com.au