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Archives

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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Business continuity & succession: Are you protected?

Insurance is used as a funding solution for several different aspects of business continuity and succession planning. This article looks at the intent behind each type of cover and the structures possible. Several ways insurance is used as a funding solution for different aspects of business continuity and succession include: Business succession planning (eg through […]

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Help your family for generations

It doesn’t matter what life stage someone is at, a financial adviser can help them identify and meet their financial goals. CLICK HERE for an interactive view on the various life events and how Adviser fp can help you and your family to navigate these important stages. Life Stage: Creating wealth (Young Accumulators) Retirement may […]

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The role of an Estate Executor

When drafting a will, important consideration needs to be given to who to appoint as Executor or Executors. An Executor’s role is to stand in place of the deceased and they are responsible for the administration of their Estate. Put simply, this means making sure that debts are paid and the assets and possessions are […]

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How to stop struggling with succession

Passing on the family business to the third generation is often fraught with failure, but there’s a simple way business owners can avoid becoming another statistic. By David Harland Business owners work hard, take risks and often spend a lifetime building a successful company. But when it comes to passing the reins onto the next […]

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From a new customer perspective, Adviser fp has been extremely professional in it's approach. Simon's communication with me is excellent and it's apparent they work hard for their customers. I ...

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Jeff W.
I have always been happy and satisfied with Simon as my adviser, especially after the death of my husband 4 years ago.Simon was there to help me with things that I ...

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anonymous
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Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd
ABN 30 637 518 533 | AFSL 520310 | Financial Services Guide

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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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