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The Wealth Blog

Have you got an exit plan? The importance of estate planning.

Australia is in the early throes of an unprecedented inter-generational wealth transfer, with Baby Boomers set to hand down in their Wills, an estimated $3.5 trillion over the next 20 years, according to McCrindle’s Wealth Transfer Report. There’s no national data on the size of inheritances, but there are state […]

5 tips for getting on top of financial housekeeping

Remember the last time you did a good spring clean? It probably felt good. And guess what? Getting your finances in order feels just as good, and it’s even more rewarding. The start of a new financial year is a great opportunity to clean up your act with your finances. […]

The true value of financial advice

Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus you’ll take more family holidays, have greater peace of mind and more confidence in your financial […]

Why you should write a will

You probably have a good idea of who you’d like to give your hard-earned assets when you’re gone. Making a will can help ensure your assets are distributed the way you want. Many people see making a will as something to do when they have children or other dependents to […]

4 smart strategies for estate planning

We all live in hope that when we pass, we’re not forgotten. We’d also like to believe that the money we’ve worked so hard for will help to give our kids and grandkids a better life. But for those who don’t have a plan in place, and would rather leave […]