Estate planning and family law
Marriages usually nullify wills, but divorces may not.
Superannuation and estate planning
Super benefits need to be managed separately to your other estate planning
Dollar cost averaging
Banks are like supermarkets. Write a list before you go shopping.
Investing is not a race
Active investment needs to beat the lying-down option.
Managing Student Loans
Banks are like supermarkets. Write a list before you go shopping.
Interest Offset Accounts
Sometimes debt does not need to be paid off; it simply needs to be offset.
Don’t Let the Bank Advise on Debt
Banks are like supermarkets. Write a list before you go shopping.
Marriage and The Family Business
Family businesses are often best-owned by someone who is already paying a high rate of tax.
Living to 100
Conservative is not what you think.