Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? Income protection insurance gives you peace of mind that if the unexpected occurs, you and your family will be provided for. What is income protection insurance? Income protection insurance is an important way of…  Read more

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

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

Tax Audit Insurance protects a business from unexpected costs incurred in the event that it is selected by the Australian Tax Office (ATO) for compliance auditing. An audit insurance policy covers the costs of accountants, other professional fees and associated costs incurred in the course of an audit. Increasingly, the ATO are focusing on small to medium businesses and individuals, particularly those with more complex affairs such as trusts, self…  Read more

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 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