When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis. Factors such as location to family and friends, reputation … Read more
Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, and that is not counting … Read more
Saying or hearing the words, “We need to talk,” whether it’s in the workplace or in your personal life, can be a source of tension and conflict but there are ways to manage conversations that have the potential to be difficult. Difficult conversations can range from speaking to a family member about concerning behaviour, to … Read more
When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped off the value of shares in less than a month.i Understandably, many investors hit the panic button and switched to cash or withdrew savings from superannuation. With the benefit of hindsight, some people may be regretting acting in haste. … Read more
Stay up to date with what’s happened in Australian markets over the past month. Our August update video takes you through key economic indicators, as both markets and the economy react to the continued on-again, off-again lockdowns throughout across numerous states in July. Please get in touch if you’d like assistance with your personal financial … Read more
