by kymogorman | May 23, 2022 | Resources, Retirement Planning
According to Vanguard (2022), the next 20 to 30 years will see the biggest intergenerational wealth handover in history, predominantly between “baby boomers” and their children. This includes the transfer of family homes, investment properties, superannuation...
by kymogorman | May 23, 2022 | Resources, Retirement Planning
One of the highlights of our role as Financial Planners is to help clients to achieve their retirement goals. This may include retiring two, five or maybe even ten years early. If you are looking at receiving the Aged Pension (subject to eligibility...
by kymogorman | May 23, 2022 | Resources, Retirement Planning
We work with our clients to reduce their reliance on the Commonwealth Government Aged Pension as much as possible. That said we look after the full spectrum with some clients receiving the full aged pension from aged 67 (or 66 years and 6 months for those born...
by kymogorman | May 23, 2022 | Life and Income Protection Insurance, Resources
Another important factor to consider when producing an effective financial plan is who owns a particular asset. This can be your principal residence, an investment property, or superannuation/pension or investment account. Some common reasons for making special...
by kymogorman | May 23, 2022 | Life and Income Protection Insurance, Resources
A trust is a relationship where an individual or company (the trustee) carries on a business for the benefit of other people (the beneficiaries). A common use of a Trust structure is where a trustee carries on a business for the benefit of a particular family...
