Retirement

The importance of financial advice in living a lifestyle of choice

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a lifestyle of choice requires careful planning and expert guidance. This is where the expertise of a Financial […]

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Market volatility: why time in the market matters more than timing the market

Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment.  While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility is a natural component of long-term wealth creation. Instead of fearing it, savvy investors embrace it with a calm, disciplined approach, […]

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Understanding estate planning and key legal tools: why legal advice is essential

Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.  It goes beyond simply writing a will; it involves making key decisions about property ownership, financial management, and medical care in the event of incapacity.  The primary goal is to ensure […]

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Estate planning: preparing for life’s uncertainties

Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances.  The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting many to reconsider their financial and personal security approach. At its core, estate planning is about safeguarding your […]

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Legal support for the elderly: a vital resource for aging with dignity

As individuals age, they face unique legal challenges that can impact their quality of life, independence, and financial security.  Elder law, an emerging area of legal practice, is dedicated to addressing these challenges and providing tailored support to older adults and their families.  It encompasses a wide range of legal services designed to help the […]

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The benefits of financial planning and personalised strategies

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as buying a home, saving for retirement, or starting a family, or business-related, like expanding operations or enhancing profitability, effective financial planning […]

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New thinking about the concept of being wealthy

Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great Depression. However, the concept of wealth has evolved significantly since then, reflecting shifts in Australian culture and individual aspirations. In […]

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