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.
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?
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.
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.
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.
By holding ground in areas such as quality of life, material well-being, finances and health while other countries fell back, Australia moved up two spots to 5th on the latest Natixis Global Retirement Index. Australia moved up two spots on the latest Natixis Global Retirement Index to 5th after maintaining scores across a series of top-line categories while other developed nations The Netherlands and Germany fell behind.
