Estate Planning

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, […]

Welcome to our August newsletter and, with winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets […]

Welcome to our July newsletter and, with a new financial year underway, it might be a good opportunity to review some of the recent changes to business and investment rules to make sure you’re on the right track. As the inflation rate begins to ease, with consumer inflation slowing to […]

  It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach new milestones is priceless. Of course, there is a real cost – raising a child is expensive, particularly now as the cost-of-living spirals higher. […]

In this issue: A super window of opportunity A Will to give Your investing style – as unique as you Welcome to our July newsletter and the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock […]

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be passed on can help avoid family disputes that take a toll […]

When a loved one passes away, the last thing you want to be thinking about is the responsibilities that might fall upon you. Sometimes, having to think about the practicalities of what you need to do during your time of bereavement can be extremely stressful and overwhelming. We are here […]