Estate Planning - 3 min read
Generally speaking, estate planning is the process of preparing the transfer of assets and wealth to beneficiaries following your death. Many discussions of estate planning centre around wills, but this document is just one component of a comprehensive estate plan. In fact, up to 45% of Australians lack a valid will, meaning that their assets may not flow the way you want to.
In reality, estate planning is a holistic planning process that includes all aspects of your finances, from your individual belongings and debts to your real estate, taxes, superannuation and legal affairs. Because estate planning is so all-encompassing, we recommend engaging the services of a skilled financial adviser to help you through your estate’s many details and considerations. As with other financial disciplines, estate planning is most effective when you begin early, so reach out to us today.
Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
In his free time, you can find Adam running and pedalling his way across Sydney and telling dad jokes to his two little ones that are so bad you'll cry/laugh.
Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
Estate Planning - 3 min read
Making plans for after your death probably doesn’t rank high on your list of favourite things. But most people are surprised at how much peace and sec...
Estate Planning - 7 min read
Divorce affects more than just your relationship status. It’s a permanent legal action that impacts Wills, trusts and other estate planning tools. It’...
Estate Planning - 7 min read
Most people acknowledge the value of estate planning and have every intention of doing it. And yet, it often ends up at the bottom of our to-do lists....
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