Intergenerational Wealth – You Made it, Don’t Let Them Lose It

The transfer of wealth in Australia looms as a significant opportunity with around $3.5 trillion expected to be passed down over the next 20 years[1]. While this equates to an average inheritance of about $320,000, around 25 per cent of inheriting Aussies will receive more than $600,000 each[2]. Receiving a sudden large sum of money, … Continue reading Intergenerational Wealth – You Made it, Don’t Let Them Lose It

What is Important to You?

I've been spending more time recently talking with clients not just about their goals but the question of - what is really important to them? I was reminded again today of just how important this is. A nurse who worked with patients in the final months of their lives recorded the five most common regrets … Continue reading What is Important to You?

Every Parent Should have Child Trauma Insurance

As parents, we all want the best for our kids. That goes for education, behaviour, their future - every aspect of their life. If something unforeseen were to happen and they suffered a major illness we'd want the best of care and attention. For very little cost you can get some insurance cover on your … Continue reading Every Parent Should have Child Trauma Insurance