News and Blog2023-11-06T03:40:33+00:00

Unlocking the Power of Testamentary Trusts: A guide to securing your Legacy

Categories: People, Strategy, Uncategorized|

‘Ever thought about how to keep your family safe and your wealth secure after you’re gone? That’s where testamentary trusts can come into Protective Estate Planning. They’re like a perpetual safety net for your hard-earned assets, making sure your wishes are followed and your chosen loved ones are looked after.

Senior Accountant (CA/CPA) Opportunity at Gowing Advisory Chartered Accountants

Categories: Business, People|

Take the next step in your career by relocating to the scenic Hunter Valley region. Join our dynamic team at Gowing Advisory, where you can thrive in a flexible, professional environment while prioritising family life. This full-time position is ideal for ambitious accountants seeking a true work-life balance. We're looking

Five Key Benefits of a strong Family Wealth Protection Plan

Categories: Money, People|

As a  Board-Certified SAPEPAA Adviser, and as EPI-centre’s Chief Strategist, I want to share with you  highlights of  the five key benefits of having a strong and secure Family Wealth Protection plan in place. A well-structured plan can help safeguard your family's assets from potential threats such as litigation, family

The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective

Categories: People|

The concept of “family” has evolved significantly over the decades. Today, blended families - those formed by partners with children from previous relationships - have become commonplace. While they bring the joy of new beginnings, they also introduce complex dynamics, especially when it comes to estate planning. The Complex Landscape

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