Blog
Our advisers and support team are here to help you, every step of the way.
Building a legacy that lasts forever. Or at least 80 years
Many financial planning firms today are focussed on asset gathering their clients funds. Business models that mean the more money you bring in then you can slap a % based fee against these and in turn, bring in greater revenue. In our view, this is a lazy approach to providing comprehensive financial planning advice.
So you have your will all sorted!
I get that most people think that getting wills witnessed and power of attorneys signed off by a prescribed person can be frustrating and confronting but as an integral component of a well structured wealth management plan, we should all plan with the end in mind.
Personal succession planning for blended and step families
Did you know that in 2012/2013, in Australia, step and blended families accounted for approximately 6% of all families with children under 18. The days where mum, dad and 2-3 blood children made up the average Australian family are a thing of the past.
10 things to consider in your estate planning
Do you know what's going to happen with your estate? Here are 10 things to consider in your planning.
Know what you're leaving behind
We all like to think we’ll leave a lasting legacy — but good planning is key. If you’re not sure what would happen to your assets if you passed away, it might be time to formalise your estate plan.
The importance of having a valid will
If you are one of the many Australians who does not have a current will, your family could be left financially vulnerable if you were to die unexpectedly. Having a valid will is important for everyone, but it becomes particularly essential in the event that you have dependents or a family.
Get your estate planning sorted
Managing all the information and multiple documents relating to your life and family estate is complex and confusing for anyone not directly involved every day.