Legal
The Trouble With Being the Executor of an Estate
13 July
Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]
How a testamentary trust can be used for wills and estates
15 June
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]
The Importance of Estate Planning: Safeguarding Your Family’s Future
8 June
Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It encompasses...[Read More]
What to do when a loved one passes away
1 June
Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]
Guarantor definition
13 April
Issuing loans or lending money comes with certain risks. This is why the majority of lenders require that borrowers provide a guarantor for their loan. If the borrower is unable to repay the debt on their own, a guarantor promises to do so in their...[Read More]
The Importance of Early Estate Planning
6 April
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]
What Does Protecting Your Family Entail?
23 March
Protecting one’s family is a vital aspect of parenting, and every parent has their own unique ideas about what it means to keep their loved ones safe. As a parent, you feel the need to protect and keep your children safe, especially in the early...[Read More]
It’s not easy being the executor of an estate
16 March
Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]
Succession Planning and Testamentary Trusts
9 March
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]
Why is it important to discuss inheritance planning with your family
4 February
While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[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]
Communicating with a senior — 5 tips for meaningful conversations
19 January
Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]
How to help your child with their first home
15 December
In today’s economic climate, it’s increasingly common to help your child with their first home. In this article, we’re going to look at three options to help you do this. Why not take a look at the pros and cons of each and choose the one...[Read More]
Financial management when we lose a loved one
1 December
Financial Management When a Loved One Dies Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d...[Read More]
3 Tips to Maximise Your Age Pension
10 November
Over two million seniors rely on the Age Pension for retirement income, according to the Australian Institute of Health and Welfare (AIHW). Currently, you can start receiving the pension at age 66.5, but by the middle of 2023, you’ll need to be 67...[Read More]