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Should I Start a Family Trust?

Should I Start a Family Trust?

by Leon Jones | Sep 3, 2024 | Financial Advice, Investing, Personal Finance, Tax

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

Managing New Wealth and Inheritance: Top 10 Steps for Australians

by Leon Jones | Sep 3, 2024 | Estate Planning, Investing, Personal Finance, Tax

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...
Navigating Retirement Challenges: The Value of Financial Advice

Navigating Retirement Challenges: The Value of Financial Advice

by Leon Jones | Oct 4, 2023 | Personal Finance, Retirement

If you are 50 or older, you’ve probably started to think about what you want your life to look like in retirement. #GetIntentional

Demystifying Retirement Planning: The Significance of Your Retirement Number

Demystifying Retirement Planning: The Significance of Your Retirement Number

by Leon Jones | Sep 19, 2023 | Personal Finance, Retirement

Retirement planning is a significant financial milestone that demands careful consideration and thoughtful preparation. #GetIntentional

Why it pays to review your cover

Why it pays to review your cover

by Leon Jones | Feb 6, 2021 | Insurance, Personal Finance

If you haven’t reviewed your life insurance in a while, you might not be getting the best value from your policy. Here are some questions you should ask yourself. #GetIntentional

Market returns through a century of recessions

Market returns through a century of recessions

by Leon Jones | Sep 3, 2020 | Investing, Personal Finance, Retirement, Share Market

Markets around the world have often rewarded investors even when economic activity has slowed. #GetIntentional

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ASK LEON

  • Retirement Income Strategies: The Smart Way to Use Your Super
  • Superannuation Changes from July 2025: What You Need to Know and How to Prepare
  • Top 5 Signs You Need a Financial Adviser: A Guide for Australians Seeking Retirement Confidence
  • Investment Strategy and Asset Allocation: The Key to Confident Retirement Planning
  • Do You Need a Self-Managed Super Fund (SMSF)?
  • Are You Saving Too Much for Retirement? 5 Signs to Watch For

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.

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