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.
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.
Early retirement holds an irresistible appeal for many Australians: the chance to leave behind the daily grind, focus on personal passions, and live life on your own terms.
In Part 1 of this series, we discussed the importance of proactive exit planning and assessing whether your business is ready for sale.
As you approach your 50s, retirement transforms from a distant dream to a rapidly approaching reality. Now is the time to strategically plan and secure the comfortable retirement you’ve always envisioned. This stage of life marks a critical period where the focus should shift from merely accumulating wealth to strategically managing and preserving it for the years ahead.
Roger and Margaret are thinking about retirement, but they’re quick to add ‘not just yet’.
Bill and Maddie are highly qualified busy professionals. Maddie is a senior physiotherapist. Bill is a mechanical engineer studying his Masters.
If you’re thinking of selling your home, using some of the proceeds to boost your super might be an attractive option. We step through the government incentives, things to consider and opportunities for your retirement planning.
On Tuesday 9 May, Treasurer Jim Chalmers handed down the Federal Budget for 2023/24, which was eagerly awaited given increasing cost of living pressures and recent interest rate rises impacting the financial situation of many Australians.
When implementing personal risk insurance, there’s a lot to consider. How much cover is enough? What does it cost? And, when’s the best time to get insurance cover.
