Helping families secure their retirement always makes me happy. It’s about giving clients peace of mind, while using the right strategies to maximise outcomes and to minimise tax implications. Recently one family sold a large family home, finding themselves with around $1M of surplus funds to help fund their retirement. Because of their circumstances, we…
Last night I was speaking with a client, they were happily telling me they’d recently updated their Will, then they proceeded to tell me how their assets were to be distributed to their partner and their son on their passing. For some reason the solicitor she’d used had included her super in the Will. Superannuation…
There’s nothing quite as stressful as the passing of a Loved One. It creates emotional turmoil and a lot of ‘stuff’ that needs attending to after they’ve gone. There’s a lot of ‘stuff’ you’ll need to know to help fill out all the forms that come with a passing. I knew most things, but when push…
I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…
Knowing your boundaries is an important factor in financial planning, this morning I had a person I know reasonably well call with a proposal to do something they thought made absolute sense. It did to a point, however they’re a blended family, complete with his and her kids…and his and her money. It wasn’t as…
Wow I see some interesting family dynamics when it comes to dealing with seniors… Some families have a principle focus on supporting family members and ensuring their safety. Yet, other times I see people trying to take advantage of senior loved ones…people the seniors should be able to trust to look after their best interests.…
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