When cash rates are low, what is your best option to save for your child? We compare a traditional savings account with a share portfolio and discuss trusts as an additional option. – Giving the gift of investing.
This article focuses on seven life events that require people to review important planning issues. – Has your life changed recently?
This article follows the journey of a grieving daughter who recently lost her mother, and now has the task of sorting out her mother’s estate along with how to best utilise her substantial inheritance. – Avoid an inheritance headache.
This article addresses the dilemma that parents face when it comes to helping their kids into their first homes. It outlines some of the traps associated and provides alternatives. – Buying your kids a home – good idea or bad?
This article tackles the question of lending money to loved ones. It covers a weighty topic in an easy manner while providing practical suggestions and possible alternative solutions. Lending money to friends or family – should you do it?
When we consider family business dynasties, there’s probably few as quintessentially West Australian or as
diverse as the cray fishing Thompson family from the seaside town of Cervantes. Read more here …