We believe that if you are better informed then you are better protected. Through the delivery of knowledge, we aim to assist our clients to make informed decisions and manage their financial wellbeing.
You can read more of our Financial Knowledge Centre articles via our website.
Please note that over time our latest Knowledge Centre articles revert to ‘client only’ restricted content. If this occurs then contact us to find out more about our services and how we may be able to assist you.
As our Knowledge Centre says, “When you die, your assets will go somewhere, whether you have consciously planned it or not.”. But estate planning is so much more than just ensuring your assets end up in the hands of the right people if you pass away. Who will be given guardianship of any children? If you survive but can’t actively make decisions about your life and health, who will? And what about tax implications for your beneficiaries? Here we include some articles from our Knowledge Centre that focus on estate planning and how important it can be.
Our Knowledge Centre regularly contains a quiz on a topical issue and recently estate planning was the focus. As the answers to this quiz demonstrate, this topic is all about planning who gets what assets, at what time and in what manner upon your passing.
According to recent research, approximately 45% of Australians pass away without a will, or intestate. We explore why DIY will’s may not be the solution to your estate planning needs.
We generally expect that our wishes for medical treatment will be respected, but what happens when we are not able to make decisions, due to an accident, sudden illness, or a progressive disease. Having an advanced care directive is a way to ensure that our preferences for medical treatment are considered at a time when we may be unable to express them.
Do you have a robust estate plan and is it up to date? There are important things to consider as you go through the process of developing or reviewing your estate plan. These can make a big difference to your dependants and loved ones.
With so many decisions to make in life, we often forget to plan. But certain events are too important to gamble with – have you planned for the things that matter?
Our Knowledge Centre client only restricted content contains more information about estate planning, key issues to address and the benefits to having this part of your life organised and up-to-date. If you would like to discuss these issues with our advisers, please just contact us.
Financial Knowledge Centre
Our online Financial Knowledge Centre contains a range of articles that support our insurance, superannuation and financial planning advice. Our clients are provided with access to the full range of articles, videos, learning modules and financial calculators that it conveniently provides online via phone, tablet or computer.