Life is unpredictable and unexpected events such as accidents, illness or death can occur at any time. Having personal insurance can provide financial protection and security against such events.
Aged care specialist and OBT Wealth Advisor Bruno Tjelder explains why aged care planning is important and how it can benefit you and your loved ones.
This year’s Federal Budget focuses on providing relief for those with children, homebuyers and social security recipients whilst maintaining pre-election commitments.
Positive thoughts are closely linked with emotions and allow us to deal with unpleasant or negative situations in a more productive manner, because we are better able to focus on the bigger picture.
If you’ve now found yourself with parents you need to help, you may be wondering how this will affect your own retirement plans. So, here’s a few things you can do to help both you and your parents improve your chances of retiring comfortably.
What crowdfunding means for the wealth industry Many family-owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms. In the absence of any obvious transition to their children or other family members… Read More >>
Crowd Sourced Funding launches 19 October 2018 Crowd Sourced Funding Equity Raising for small proprietary companies is now available in Australia without requiring a proprietary company to convert to an unlisted public company. The UK, Europe, USA, Canada and New Zealand have been allowing their… Read More >>
If you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life. 1. Start early Introduce… Read More >>
Succession is often viewed as ‘who gets what and when’. This is but one small part of the succession process. Effective succession planning does actually involve a journey or a process rather than simply sitting down and writing a plan. Often the plan itself is really… Read More >>
What are these steps or stages in the succession planning process? Firstly, all members of the family need to work through a process of awareness and education so that they understand what is involved in succession planning. One key factor is understanding that we need… Read More >>