What is financial planning?

To many people, financial planning is perceived as something only for the wealthy. In fact, financial planning is about having long-term and short-term financial goals and developing a plan to achieve those goals, no matter your financial status. It’s about knowing how to make the most of your money – whether that’s putting a little extra into savings one month or paying off a bit of debt more quickly. The focus…  Read more

How a business advisor can support your business

Operating and growing a business is tough, but it can be a lot easier with a business advisor in your corner. So what exactly is a business advisor? And do you really need one? In a nutshell, a business advisor provides business owners with ideas, valuable insights, and expert business advice on how they can manage their business more effectively. They can help you solve complex issues and bridge a…  Read more

Important things to know about an Estate Plan

If putting together your estate plan isn’t at the top of your priority list, you’re not alone. It’s something that people typically don’t want to do–for a variety of reasons. It’s not fun to think about what happens after we’re gone, and we often believe we have a lot of time to get our affairs in order. No matter how large or small your estate is, you need a plan…  Read more

How a family wealth management can help you

Acquiring and growing wealth takes a lot of determination, skill, and ambition. In order to maintain your family’s wealth and preserve your legacy for multiple generations, you need a professional advisor with a holistic, multi-disciplinary approach to family wealth management. What is a Family Advisor? A family advisor is a professional who understands the complexities of family dynamics and helps deal with all aspects of family finances including properties, family…  Read more

What you need to do before you retire

If you haven’t given any thought to what your retirement will look like, now’s a great time to start. It might not be the most fun thing to think about—not when there are vacations to plan or houses to buy—but retirement planning is a vital part of your overall financial plan. Most people dream about the day they no longer have to work. They dream of having a leisurely coffee…  Read more

Financial advice for a long life

Financial advice for a long life Retiring earlier and living longer: why every woman needs the right financial strategy to make sure their savings will last the distance. Women in Australia can look forward to long and healthy lives, with the average female life expectancy now at 85 years.  What’s more, women tend to leave the workforce earlier than men which means many women end up spending more than 30…  Read more

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