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Latest articles

Education – an investment worth planning for

11 Jan 2019 - With many young Australians about to start their university journey in the coming weeks, families across Australia are turning their attention to what the year ahead will financially look like.

Circle of Support: Anna Hacker Interview

08 Nov 2018 -

Your first estate plan

08 Nov 2018 - Why online estate planning portals may be a great option for millennials

Statutory Wills

08 Nov 2018 - How rising dementia rates are impacting estate planning

How incorporating discretionary testamentary trusts can work for you

08 Nov 2018 - A discretionary testamentary trust (DTT) is a trust incorporated into a Will for the benefit of a beneficiary or multiple beneficiaries

Cryptocurrency and estates

08 Nov 2018 - Navigating the anonymous world of cyrptocurrency in your estate plan

Your philanthropic legacy

08 Nov 2018 - Feel good about doing good with structured charitable giving

Digital footprints

08 Nov 2018 - What they are and why you should consider them in your estate plan

Education the greatest gift of all

26 Oct 2018 - With baby boomers – the wealthiest generation in history and living longer and enjoying better health than previous generations it’s no surprise that their role in Australian families has changed dramatically.

New General Manager – Self Employed Advice

26 Jun 2018 - Michael Csavas has been appointed General Manager – Self Employed Advice

Senior Media Manager