What to do when a loved one passes away

1 June

Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]

The risks of being a loan ‘guarantor’

13 April

Issuing loans or lending money comes with certain risks. This is why the majority of lenders require that borrowers provide a guarantor for their loan. If the borrower is unable to repay the debt on their own, a guarantor promises to do so in...[Read More]

The Importance of Early Estate Planning

6 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]

It’s not easy being the executor of an estate

16 March

Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]

Succession Planning and Testamentary Trusts

9 March

The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]

We Need To Talk: Bringing Up The Divorce Conversation

2 March

If you are in a loveless and miserable marriage, you might consider divorce to regain happiness. While the divorce process has complexities that might put you off the topic, you can get past the challenges you fear and have a successful...[Read More]

Why is it important to discuss inheritance planning with your family

4 February

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

5 Questions to Ask Yourself Before Buying Life Insurance

25 January

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]

Communicating with a senior — 5 tips for meaningful conversations

19 January

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

Wills & Testamentary trusts

8 December

The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through...[Read More]