Estate planning 101 – How to get your affairs in order

by Colin Lewis  17 Oct 2018  Australian Financial Review Estate planning is much more than having a will – it’s about planning for what happens to your assets and affairs after you die, as well as who takes charge of your affairs in the event you lose capacity – your back-up plan. Sadly many Australians don’t even…

How to help kids financially without a severe impact on your retirement savings

By Bina Brown   12 Jan 2018  Australian Financial Review   Family gatherings at this time of year may trigger talk of early inheritance or financial assistance with upcoming expenses. But, as they say on the airlines, fit your own oxygen mask before assisting others. It doesn’t matter whether the money is needed to pay for living expenses,…

20 Commandments of Wealth for Retirees

by Noel Whittaker Ignore the prophets of doom – they are always with us and usually wrong. Make sure your children have adequate insurance. It’s much more affordable than your funding their misfortune. Understand compounding, and appreciate that the rate of return your portfolio can achieve will be a major factor in how long your money will last. Understand the basics…