Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]

Reasons why early estate planning is crucial

11 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all.   However, estate planning should begin as early as possible to ensure a...[Read More]

Stronger data protections for voluntary digital IDs

3 April

A single digital ID will make it easier for Australians to verify their identity online and reduce the risk of privacy breaches, a minister says, as new laws clear a major hurdle. Legislation to set up a digital ID scheme passed the Senate on...[Read More]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Family Law – can be a complex and stressful journey

18 January

Family law encompasses a wide range of legal issues, including divorce, child support, and custody, and navigating through these matters can be an intricate and emotionally challenging experience for all parties involved. In Australia, family law...[Read More]

Cyber hackers break into Victorian court recordings

3 January

Victoria’s court system has been hit by a cyber attack, with hackers accessing weeks worth of recorded hearings. Court Services Victoria was first made aware of the infiltration on December 21 but it’s believed the audio visual technology...[Read More]

When should you start thinking about Estate Planning?

20 December

With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]

Navigating the Emotional and Financial Aspects of Inheriting Wealth

16 November

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]

Ask yourself these 5 things before buying life insurance

19 October

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]

Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition

28 September

The Challenge Facing Farm Owners  The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]

The responsibilities and challenges of an estate executor

21 September

Being named the executor of an estate is both an honour and a burden. Entrusted with this pivotal role, one carries out the last wishes of a loved one, but the path is often strewn with complexities and unforeseen challenges.   Navigating the...[Read More]

The importance of personalised advice in navigating ambiguous information

31 August

In an era saturated with information, the need for personalised advice tailored to an individual’s unique financial situation is paramount. Whether it’s in the business world, investment markets, or personal finance, we are bombarded with advice...[Read More]

When should one start thinking about Estate Planning?

24 August

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]

What to do when someone you love passes away

3 August

Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]

Family Law – a complex and stressful journey

20 July

Family law encompasses a wide range of legal issues, including divorce, child support, and custody, and navigating through these matters can be an intricate and emotionally challenging experience for all parties involved. In Australia, family law...[Read More]