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Resources – Protect

Asset Ownership – Individual, Spouse or Joint?

Asset Ownership – Individual, Spouse or Joint?

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...

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What Is A Trust?

What Is A Trust?

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...

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Do I need a Will and an Enduring Power of Attorney?

Do I need a Will and an Enduring Power of Attorney?

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...

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