Retirement

Planning for retirement in the modern world

To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for retirement has become more challenging because of people’s longer life expectancies and lifestyle choices, including delaying marriage.   […]

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Optimise your investments and ensure a secure financial future with your Financial Adviser

Navigating the complex financial landscape is challenging. However, with the right Financial Adviser, you can optimise your investments and ensure a secure financial future. By understanding how clients often perceive missteps in their adviser-client relationship, you can leverage insights to get the most from your adviser.   Here’s how: Prioritise Personal Connection: It’s more than […]

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Top 10 tips for developing a business exit strategy: Business Succession and Estate Planning

Given all the hard work that building up a business takes, it can be hard to say goodbye – so it’s important to do it right.    Developing an exit strategy well in advance allows you to have control over your small business’s future while ensuring that you are compensated for all the time and […]

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Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning

Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which can be complicated by differing perspectives and emotional attachments.    Given these complexities, seeking legal advice is not […]

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