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

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

No one really likes talking about their death, which makes updating—or even writing—a will an unpleasant experience. Often, people put off thinking about their will for another day, assuming they have a lot of time to deal with it. Having an updated will, though, is vital for ensuring your wishes are followed after you die. It makes the process of sorting through your life much easier and less stressful for…  Read more

Do you have a financial plan? If so, are you confident all the pieces of your plan will fit together so you can achieve your ideal retirement lifestyle? And if not, is the lack of a plan something that keeps you awake at night? Either way, we can help you create a clear plan to solve your retirement puzzle and achieve your goals. Why? We believe financial advice isn’t only…  Read more