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 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.
A more specific article focused on business owners having a written succession plan to ensure their personal wishes will be met if they die or are incapable of working. It addresses 4 important aspects – structure, agreements, insurances and Powers of Attorney. Estate planning for your business
Another year is over – how was it for you? Did you achieve everything you’d hoped?
Are you better or worse off financially than you were this time last year?
With a new year in front of you, what can you do to make the most of every moment?
We’ve put together a short guide to get you started and plan for the year ahead, a quarter at a time. Make this year a financially healthy one
Planning to apply for a loan but confused by the myriad of banking jargon? You’re not alone. Many people struggle to understand loan terms and the multitude of acronyms used by bankers and mortgage brokers. Demystifying loan jargon