Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved…
Make festive season conversations matter
It’s more than prawns and pavlova. The festive season brings families together from near and far. If you notice signs that an older family member is experiencing the declines of…
Market Outlook: US Election
Q2 2023 Navweatlh Market Update covering the key points for the last quarter.
Embracing change to ease a transition into aged care
Change is often met with resistance, especially when it feels out of our control. For many people, the idea of growing older and transitioning into residential aged care is daunting…
Q3 2024 Financial Market Update
Q2 2023 Navweatlh Market Update covering the key points for the last quarter.
Succession planning – More than an exit strategy
Although the day may be a long way off, when it comes to exiting your business, the golden rule is to start planning early. With a detailed succession plan in…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative…
The Age Pension and your retirement plans
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income…
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes. You also have a host…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available. With income…