Welcome to Financial Focus Winter edition. I hope you find the below articles interesting and informative.
In this edition we look at tips on managing an inheritance. and making redundancy work for you. There is also a handy little budget calculator in this article.
We provide some insight into what your Will doesn't cover.
Lastly we look at planning ahead to help your parents or yourselves enjoy the best possible lifestyle.
Redundancy, unfortunately, affects more and more Australians. With the right approach and professional advice, however, it could open up opportunities and work in your favour.
Most of us think of estate planning as simply writing a will. However, ensuring your assets are distributed according to your exact wishes after you pass away can be more complicated than that.
Helping parents make the transition into supported living can be challenging, but forward planning and open communication can help everyone. Here are some things to consider together.
GLOBAL WEALTH PARTNERS PTY LTD ABN 75 136 786 055 T/A GLOBAL PARTNERSHIPS FINANCIAL CONSULTING AUTHORISED REPRESENTATIVE OF GODFREY PEMBROKE LIMITED ABN 23 002 336 254
AUSTRALIAN FINANCIAL SERVICES LICENSEE AND INSURANCE BROKER
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This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.
