Every so often, we prompt clients to dust off their Will (if they can find it!) to see if that is true – and what better time of year to do it than in Queensland Wills Week (who’d have known)!
A presentation by the Fortnum Foundation was made in Brisbane to Suzanne Rose, Chair of the charitable organisation, Aunties and Uncles. Ryan Dobbrick (pictured above second from right) from Liberum Financial along with Steve Nichols from Stratus and Fairway Financial Advice, welcomed members of the Aunties and Uncles Board.
One of the sleeper impacts of changes to the superannuation system is the affect on estate plans.
According to a recent research by an online comparison website, just 43% of Australians hold income protection. Significantly, more than half of those Australians who have a life insurance policy held within their superannuation believe it wouldn’t meet their family’s needs should the unexpected happen.
Most of us have a few bank accounts set up to help make our money management easier – perhaps one for our main income, one to save for an upcoming holiday, one for bills and other living expenses and so on. Of course what we rarely think about is that more often than not, each of these accounts and sub accounts have fees attached to them.
For many of us the secret to financial freedom will, in one way or another, involve earnings from investments.
One of the best ways we can teach our kids about money and money management is through pocket money. Introducing kids to a healthy savings plan from their pocket money can make a real difference to their future and give them saving skills that can last a lifetime.