Our insights on the latest news, trends and changes related to financial advice.

Estate Planning now that you have children

It’s often not something that you want to think about, what happens if you were to pass away prematurely. It’s a conversation that is pretty hard to have but one that is important to discuss. We always hope that it never happens but as planners, this is one of the most important conversations we can have with...

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Insurances when you have children

Insurances are always an important part of any good wealth creation plan or strategy but they become even more important when you have children. For the purposes of this short blog we are referring to personal insurances, these include; life insurance, total and permanent disablement, trauma and income protection. These insurances are there to protect you and...

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A big news week to start November might just mean “groundhog day”

The first week in November had a very different feel this year for most Victorians. In the past, the excitement of the Melbourne Cup long weekend meant a big weekend of plans and socialising with family and friends. The first week in November 2020 was less about the social happenings and more about what was happening in...

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