Thinking about getting financial advice but haven’t taken the first step? If so, you’re not alone. According to an Australian Securities and Investment Commission (ASIC) report[i] on Australian attitudes to financial advice, 41 per cent of survey participants who’d intended to seek advice, still hadn’t gone ahead. If that sounds like you, there’s probably a […]
7 Must Haves of an Effective Estate Plan
Planning an estate isn’t always easy and for this reason many people don’t get around to doing it properly. Careful estate planning involves the process of structuring your personal and financial ‘stuff’ so that the right people get the right amount of ‘stuff’ at the right time. This includes ensuring prized personal possessions and financial […]