Estate Planning

Estate Planning November 9, 2018

The importance of a will and a power of attorney

It’s a morbid thought that many of us tend to shy away from, but end-of-life financial planning is a crucial stage in any successful financial management plan.

Estate Planning Super February 28, 2017

Estate planning and why you need a super plan

When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super can become a significant amount of money, you’ll want to […]

Estate Planning August 29, 2016

Distributing your assets

What is estate planning? Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death. You spend a large part of your life working to earn money to look after yourself, to provide for […]