Intergenerational Financial Planning

When Is the Best Time to Retire and How?

Estate Planning, Family home, Intergenerational Financial Planning, Investment, Property, Reflection, Retirement, Superannuation / May 22, 2024
Deciding when to retire is one of the most significant financial decisions you'll make. The right time to retire varies for everyone, influenced by personal circumstances, financial readiness, and lifestyle goals. Here, we'll explore key considerations for determining the best time to retire and how to prepare for a comfortable and fulfilling retirement.

When Mum and Dad are Bankers As Well

Debt Management, Family home, Intergenerational Financial Planning, Property, Reflection / November 8, 2023
Recent estimates claim that the ‘Bank of Mum and Dad’ is Australia’s ninth largest lender. Given the state of house prices, this comes as no surprise. Most parents want to help their kids, especially with something as important as buying a home. But it is important that things be done correctly. There is such a thing as ‘the wrong way to help’ when it comes to one generation trying to help another.

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All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

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