Estate Planning – Making sure your money goes where you want it

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die. Estate plans can be a complex area. […]

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Make my Retirement Funds Last

Make my retirement funds last the distance Retirement should be a time when we reap the rewards of our working life, and being able to enjoy your preferred lifestyle calls for some planning. Australians are living longer and if you hang up your work boots at, say, age 65 and live to age 90, you […]

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Estate planning: not just for the wealthy

Most people don’t like to think about estate planning. In fact according to studies, almost half of all Australians don’t have a legal will. Yet if you have some assets; such as your home or some nice furniture or collectibles you still need an estate plan, especially if any minor children are involved. Contrary to […]

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Would downsizing be worthwhile for you?

It seems to make logical sense. You retire, sell the now cavernous family home, buy a cosier place and use the cost difference to boost your retirement income – win-win right? The answer is – “it depends.” Downsizing can be an excellent strategy to supplement your income and simplify your lifestyle, but it’s not right […]

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