Retirement dreams

Bringing retirement dreams to reality Retirement dreams are what motivate many of us to work - particularly for the last several years of working life. To dream is important, but to bring the dream to life, takes planning, focus and effort. This article sets out some of the key questions that will need addressing; and links to related articles with more in-depth coverage of some of the primary issues. Retirement: [...]

By |2021-04-18T12:27:08+10:00November 15, 2013|Retirement Planning Strategies|0 Comments

Business Succession strategies

Business Succession strategies give peace of mind A recent report conducted cooperatively by the major accounting firm KPMG with Family Business Australia, reveals that there is a high degree of satisfaction experienced by most small (family) business owners, it also identified that the absence of adequate business succession strategies is a source of concern. The report also identified a number of business strengths. A major threat to the longevity and success [...]

By |2020-08-12T20:33:16+10:00November 15, 2013|Wealth Management|0 Comments

Testamentary Trusts revisit

Why a Testamentary Trusts revisit? The testamentary trusts revisit is made for the benefit of clients and readers who have come to our site, without any prior awareness of the features and benefits of this estate planning tool. Whilst testamentary trusts are not suited to every estate plan, awareness about them ensures that as circumstances change, benefits that could optimise the value of an estate to the beneficiaries are not [...]

By |2020-08-12T21:16:39+10:00November 15, 2013|Estate Planning|0 Comments

Accumulating wealth

Accumulating wealth: but 'When is enough?' Knowing that most of those people born in generations following 'the Baby Boomers' will probably live longer after retirement than they worked prior to retirement, accumulating wealth for that phase of life is a primary goal for most of us. For this article 'enough' is the amount that you are satisfied will enable you, in all reasonably-assumed circumstances, to achieve all of your lifestyle and financial needs, [...]

By |2020-12-10T15:10:02+10:00October 16, 2013|Wealth Management|0 Comments

Wealth Protection involves life insurance

Wealth Protection includes insuring against personal risk! Wealth protection is an essential part of every wealth creation strategy: using life insurance to provide financial protection for when there is an insurable interruption to the accumulation strategy is an economically sound strategy. Without an adequate life insurance portfolio the wealth you have built up (or are in the process of establishing) can rapidly erode as the costs of attending to the cause of the [...]

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