How Are You Planning to Fund Your Care?
What is your aged care funding strategy? Our Financial Advisors in Brisbane, share things to consider when considering aged care.
A financial planner by profession, a father of two and a process and design nut. Passionate about helping professional services firms improve their client engagement processes through innovative digital strategies and development.
Avoid Estate Planning Mistakes: Protect Your Assets
It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate planning is a complex area of law and basic mistakes can see Wills declared invalid, money end up with unintended recipients, or benefits reduced by avoidable tax bills. So how can you avoid making some of these mistakes?
Why Financial Success Isn’t Just a Numbers Game!
Money, finances, investments… it is easy to see why, logically, financial success could be considered a numbers game. However, real financial success requires much more than just numbers that work. It also requires passion, interest, determination, commitment, perseverance, optimism, resilience and more. This is why mindset is such a critical ingredient to the financial success equation.
Making the Most of Your Super Limits
Getting more money into superannuation is a proven way of building wealth to spend in retirement. Ongoing contributions from your employer over the course of your working life, and potentially extra contributions made by you, can make a huge difference to your super balance over the long term as your account balance continues to grow.
If You Think It’s Been a Tough Few Years, You’re Not Wrong
It’s never too early, or too late to start planning for your financial future. Here are our top 5 Strategies for planning your financial success in 2023.