Money and Life
Testamentary Trusts – Is it right for you?
10 July
Preserve Your Legacy with Testamentary Trusts: A Strategic Estate Planning Tool For high-net-wealth individuals, estate planning is about more than just dividing assets—it’s about protecting your legacy, providing for your loved ones, and...[Read More]
Family provision claims. A case review of Le v Angius; Angius v Angius.
19 June
Sitting around the family dinner table, we sometimes have some pretty difficult conversations. None more important however than what is to happen to us after we pass away. Some families do not have these conversations, and if they do it can...[Read More]
The multifaceted roles of Financial Advisers today
30 March
Most people view financial advisers as investment managers whose job is primarily to select investments and ensure their clients get a certain level of returns. However, the role of a financial adviser goes far beyond this conventional notion. These...[Read More]
How parents can prepare for the cost of education in Australia
30 March
Education is a vital investment in your child’s future, but it can also be a significant financial burden for those who are unprepared. One study shows that although a large majority of Australian parents believe that education plays a significant...[Read More]
Top 10 financial New Year’s resolutions to achieve in the new year
2 February
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]
5 Questions to Ask Yourself Before Buying Life Insurance
26 January
Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]
5 Things to do as you plan for the year ahead
19 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]