Financial Planning, Superannuation Sarah Haines Financial Planning, Superannuation Sarah Haines

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers are well-placed to meet those needs, according to the findings of a new report from Fidelity International and independent research firm, MYMAVINS.

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Financial Planning, Estate Planning Sarah Haines Financial Planning, Estate Planning Sarah Haines

Yours, mine & ours - estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies.

A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is distributed in the way you want.

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Sarah Haines Sarah Haines

Wills and powers of attorney

A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions.

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Sarah Haines Sarah Haines

A Will to give

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.

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