The importance of personalised advice in navigating ambiguous information

30 August

In an era saturated with information, the need for personalised advice tailored to an individual’s unique financial situation is paramount. Whether it’s in the business world, investment markets, or personal finance, we are bombarded with advice...[Read More]

What is a guarantor? Understanding roles and responsibilities

26 July

When lending money, lenders often require a guarantor to provide security for the loan. Acting as a guarantor involves significant responsibilities and potential risks. This article aims to provide a comprehensive understanding of what a guarantor...[Read More]

The Trouble With Being the Executor of an Estate

12 July

Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]

Why you need a lawyer: Top 5 reasons to have legal representation

5 July

Most people don’t think they need a lawyer until they find themselves in a situation where legal advice is crucial. However, upon closer examination, there are numerous instances in life where seeking the expertise of a lawyer can make all the...[Read More]

How a testamentary trust can be used for wills and estates

14 June

The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]

The Importance of Estate Planning: Safeguarding Your Family’s Future

7 June

Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It encompasses...[Read More]

What to do when a loved one passes away

31 May

Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]

Determining the Right Business Structure (from day one)

17 May

All successful businesses depend on a solid and dependable structure. While you can always work it out as you go, improvisation in the business world is inefficient, highly risky, and likely to lead to failure. Getting the right systems in place...[Read More]

Importance of Discussing Inheritance Planning With Your Family

3 May

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

Guarantor definition

12 April

Issuing loans or lending money comes with certain risks. This is why the majority of lenders require that borrowers provide a guarantor for their loan. If the borrower is unable to repay the debt on their own, a guarantor promises to do so in their...[Read More]

What Does Protecting Your Family Entail?

22 March

Protecting one’s family is a vital aspect of parenting, and every parent has their own unique ideas about what it means to keep their loved ones safe. As a parent, you feel the need to protect and keep your children safe, especially in the early...[Read More]

Financial management when a loved one dies

22 February

Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d be concerned about. It could be...[Read More]

Top 5 Reasons You Need a Lawyer

8 February

Just like with some forms of insurance, most people don’t think they need a lawyer — that is, not until they do. However, if you look closely, there are actually many instances in life where you may find yourself seeking legal advice. Here are...[Read More]

Communicating with a senior — 5 tips for meaningful conversations

18 January

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

What to check before becoming a guarantor

16 November

Issuing loans or lending money comes with certain risks. This is why the majority of lenders require that borrowers provide a guarantor for their loan. If the borrower is unable to repay the debt on their own, a guarantor promises to do so in their...[Read More]