As we approach the Melbourne Cup, the USA Election and Christmas (which seems to just around the corner) we have to ponder at the speed of technology and change. Property in Australia (well Melbourne and Sydney) is just about to come off one of the most extraordinary booms in the past 20 years which to a degree was unexpected. Many Australians wealth has increased dramatically over the past 20 years. Now may be a good time to take stock and make sure you are protected and ready for the future.
This month we look at tips to handle any crisis and also look at the advent of electric cars.
Making a will can be a daunting task but it's very necessary. I have recently seen 2 examples of people making ‘bad wills’. That means they can be contested or overturned and ultimately don’t reflect the wishes of the family or deceased. We have included an article on why not to 'Do It Yourself' your will. How do we help our kids with money? In my early childhood money was not discussed. I had no idea how finances worked. Probably not the smartest move. Lets get kids involved in money as early as possible. You can never have too much education when it comes to money.
We hope you enjoy the articles and as always we look forward to your feedback.
I am only a phone call or email away if you would like to set-up a meeting with me to review your personal Financial Plan and to ensure that you are on track with ensuring that your family is adequately protected in terms of Risk Insurance, your Mortgage Facility remains competitive and you have an updated Family Will.
There are many things in life that you can DIY (do-it-yourself) – and there are also many that you cannot (or at least, really, really shouldn’t). One of the things that should not ‘DIY’d’ is the Will.
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