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...
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...
Estate planning is more than just planning to allocate specific assets to certain people. Financial planners have a crucial role in estate planning because it is an extension of their primary role. Most people focus on building wealth, protecting themselves and their...
