Knowledge Centre

ARTICLE

  • Succession planning isn’t the end—it’s the beginning

    When it comes to succession planning, many challenges family business owners face stem from the fact that the next stage of their life is unknown. There’s a reluctance to hand over the reins because they simply don’t know what’s coming….

  • “Are you ready?”

    The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen…

  • The importance of sequencing

    You’ve worked hard to get where you are financially, so you want to make sure your wealth is maintained when you retire. But the problem with investments is that the market is unstable. And it’s not necessarily what happens to…

  • SIA Response to the Royal Commission into Banking

    Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking. What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community,…

  • 5 Reasons to Make Philanthropy a Family Affair

    A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organisations that are near and dear to their hearts. Many business owners already make regular charitable contributions. Once you become successful,…

  • Rewards for Grandparents!

    We’re continually told that being a Grandparent is one of life’s most rewarding phases. Spending as much time with Grandchildren becomes a top priority for most. However, structuring your estate can be a challenging process. We’ve seen many instances where…

  • The 7 roles of a Financial Advisor

    When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you. Many people…

  • Your inheritance. How much should you leave your children?

    When considering your legacy, deciding how much to leave your children, grandchildren and other beneficiaries is one of the most important questions families face. However, the amount you provide is only one factor of many that you should consider. When…

  • The start of something great!

    They say the apple doesn’t fall far from the tree. And thankfully for us, it’s where we came from that helps shape our commitment to our clients.   When we reflect why we behave, refine our business and relate to…

  • Global Investing: Looking beyond our market.

    Everybody loves the comforts of home, but investors who become too anchored to familiar territory can end up with a very narrow view of the world. Jim Parker is the Vice President of DFA Australia Limited and he helps explain…

  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Paul Marsh - Principal P2 Group - Business Owner
  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor

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