Wealth Strategies

The Art and Intricacy of Intergenerational Wealth Planning

Whether through successful businesses, savvy investments, or sheer hard work, wealth creation is a journey many undertake. However, an often neglected aspect of this journey is intergenerational wealth planning. This involves establishing strategies and structures that will help pass wealth from one generation to the next in the most effective way possible.

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setting financial goals, wealth goals
Money and Finance

Setting financial goals

Setting financial goals is where you start on the road to taking control of your financial future. Here we look at setting various goals for your money, including examples, so that you can achieve the things you want to.

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divorce financial advice
Financial Planning

Divorce Financial Advice

Navigating a divorce? Our “Divorce Financial Advice” article offers crucial guidance on managing assets, joint debts, and securing your future finances. It’s an essential read to protect your yourself, maintain your lifestyle, and ensure financial independence post-divorce. Equip yourself with strategies during this challenging process.

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Financial Help for Newly Divorced Woman
Money and Finance

Financial Help for Newly Divorced Woman

Have you experienced or gone through a divorce recently? We empathise. The end of a marriage is a difficult and painful thing. That’s why we’ve written this piece that covers financial help for newly divorced woman. Because divorce can also be empowering as it allows you to make a fresh start and take your life in a new direction as you orchestrate the next chapter in your life.

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discretionary trusts, advanced estate planning tool
Estate Planning

Discretionary Trusts: Maximizing Wealth and Securing Your Legacy

Unravel the potential of Discretionary Trusts! In this insightful article, we delve into the extraordinary advantages offered by Discretionary Trusts, empowering you to safeguard your wealth and leave a lasting legacy. Whether you’re seeking to protect family assets, manage complex financial situations, or ensure seamless wealth transfer, our analysis will unveil the hidden potential of Discretionary Trusts.

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endurance events and financial planning
Inspirational Stories

Endurance Events and Financial Planning

Spending 5 hours on a bicycle over the weekends allows me time to think and ponder about life. Last week I was thinking about the similarities of training for an endurance event like the Swissman, and financial planning. While preparing for these events may seem vastly different from financial planning, there are actually several similarities that can be drawn between the two.

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Living annuity explained
Retirement

Living Annuity Explained

A comprehensive overview of the pros and cons of a living annuity – and factors to consider before you make the decision about which product is best to help you achieve your goals in retirement.

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budget speech highlights (Logo)
Money and Finance

Budget Highlights

Steven gives his initial thoughts on the budget speech delivered in this short video summary. There was a lot hoped for, particularly around renewable energy investment. Did the Minister deliver?

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