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. 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. Receiving a sudden large sum of money, … Continue reading Intergenerational Wealth – You Made it, Don’t Let Them Lose It
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?
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