Estate planning

  • James Williams

What most people don’t understand about superannuation
What most people don’t understand about superannuation 150 150 James Williams

The rules governing superannuation are in a constant state of flux because the government changes the legislation regularly, using it as a political football. So…

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Four things you may not know about aged care - Martin Sherwood (4)
  • Martin Sherwood

Four things you may not know about aged care
Four things you may not know about aged care 1920 1080 Martin Sherwood

For many people, how the aged care industry operates is a bit of a mystery. Generally, people only start to learn about it when they…

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  • David Ross

Life doesn’t always go to plan
Life doesn’t always go to plan 150 150 David Ross

The best lesson I ever learnt from my dad was that anyone can take a punch, but it’s how you get back up afterwards that’s…

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  • Jason King

How do you know when you’re ready to retire
How do you know when you’re ready to retire 150 150 Jason King

Most people are so caught up in the day-to-day of working that retirement can feel as if it is thrust upon them rather than being…

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You may not need to sell your home to afford aged care - Martin Sherwood (5)
  • Martin Sherwood

You may not need to sell your home to afford aged care
You may not need to sell your home to afford aged care 1920 1080 Martin Sherwood

When my grandmother went into aged care she didn’t sell her home. This gave her a great deal of comfort, knowing she didn’t have to…

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  • Jason King

People haven’t changed but retirement solutions have
People haven’t changed but retirement solutions have 150 150 Jason King

In the 30 years I’ve been helping people plan for retirement, people’s retirement goals haven’t really changed. They still want to enjoy their lives, spend…

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  • Virginnia Hottes

How to prevent key person risk in your family
How to prevent key person risk in your family 150 150 Virginnia Hottes

In most families there’s usually a key person who manages the finances, knows the group structure or who deals with all the financial advisors –…

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  • Jason King

Why everyone should have a tax-free retirement
Why everyone should have a tax-free retirement 150 150 Jason King

Wouldn’t it be great to be able to leave work one day and wake up the next day with the same fortnightly pay you had…

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  • Virginnia Hottes

Why high net worth clients need to educate their families on finance
Why high net worth clients need to educate their families on finance 150 150 Virginnia Hottes

Most high net-worth clients I work with have a legacy to preserve. They have taken the initiative to plan their finances but their children may…

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Can you afford not to think about getting old- Martin Sherwood
  • Martin Sherwood

Can you afford not to think about getting old?
Can you afford not to think about getting old? 1920 1080 Martin Sherwood

Most people can’t afford not to think about getting old. If you don’t think about it early on it may limit your options when the…

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