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Families who talk about money

Did you know that on average it takes a recipient of inheritance 19 days until they buy a new car? What are your thoughts on whether this a financially-savvy way to spend an inheritance? In our busy lives talking about money with our family members may prove to be a daunting and sometimes an emotional […]

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Prepare now for the end of financial year (part 1)

A lot of people leave their preparation for the end of the financial year until it is too late. If you feel that your finances could do with a shake-up before June 30, there are many tax-effective strategies that you and your financial planner can implement now to ensure that the end of June runs […]

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Giving a little, can gain a lot

Last November, Adviser fp provided an insight into how philanthropic investment aligns with the family and personal values that many of our clients hold near and dear to their heart, and how this can deliver positive outcomes for the wider Western Sydney community (see article). For many years, a number of our clients have shared […]

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This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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