We specialise in financial advice and planning for accumulating, managing and protecting your personal wealth for enjoying life now and when you decide it’s time to retire.
You should do more of what you enjoy, with those you love most. And, if you can afford to work less, then you probably should!
At some point, every successful family will face a critical question: how do we ensure our wealth is passed down efficiently, securely, and in a way that benefits future generations? Whether it’s a family business, a property portfolio, or carefully built investments, structuring wealth transfer correctly is crucial to preserving its value.
Treasurer Jim Chalmers handed down the Federal Budget on 25 March 2025, revealing a $27.6 billion deficit for the current financial year and forecasting continued deficits across the forward estimates. Despite this, net debt remains stable at $556 billion.
The Now & Next Autumn 2025 edition explores critical financial planning topics, offering expert insights on estate management, intergenerational wealth transfers, and financial support for grandchildren.
