Should I Start a Family Trust?
by Leon Jones A family trust can be a powerful tool for long-term wealth management, asset protection, and tax efficiency. However, it’s essential to understand both the benefits and potential pitfalls before diving in. Here’s a comprehensive guide to help...
Managing New Wealth and Inheritance: Top 10 Steps for Australians
by Leon Jones Receiving a financial windfall or inheritance can be overwhelming, but it doesn’t have to be. This guide will help you navigate the complexities and make informed decisions to secure your financial future. Get Professional Help Why It Matters: Financial...
Market returns through a century of recessions
Markets around the world have often rewarded investors even when economic activity has slowed. #GetIntentional
How do you measure up?
Superannuation fund returns in the past 12 months have been high, however Australians are failing to properly capitalise on this growth to secure their financial future.
Saving or investing: what’s more important?
Planning for your financial future can sometimes seem almost as long and daunting as a marathon. The trick to staying on track is understanding the importance of saving – whether it’s your strength for the race, or your money for the future.