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 […]

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 […]

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 […]