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Financial Planning

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The good news is…
Now is the perfect time to take stock of your finances (which includes all your insurance and investment policies) for the year ahead!
If you can recall in the previous article we discussed the fact that the beginning of a year is the perfect time to take stock ...

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The beginning of a new year is always an excellent time to take stock of what’s happened in your life over the past year (especially when it comes to your insurance and investments!).
By now you might already have made a couple of New Year’s resolutions, but it’s also an excellent ...

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This is a copy and paste job. I’m not claiming the copy, but heck I enjoyed this article so much that I decided to pop it  on our blog. Why? Because it’s so relevant and indicative of the times we live in. Nobody is really interested in financial planning. Not ...

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Okey dokes… In our last financial planning article we discussed the first way in which trusts are classified, namely…whether the founder of the trust is dead or alive at the time of setting up the trust.
In today’s article we are going to look at the second classification of trusts which ...

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Today we are going to touch on a thorny insurance subject so be warned!
Maybe you can identify with me on this one…
I’ve been considering taking up some life insurance for a while now. Now each and everytime I get to the underwriting section I hit a major stumbling block, and ...

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So you thought you’d set up a simple ‘one size fits all’ trust…only to discover that there’s no such thing as ‘one size fits all’, did you?
In today’s financial planning article we’re going to take a look at the different types of trusts. Let’s start off with the first classification ...

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In our last financial planning article we spoke of using a trust to “freeze” assets.
Today we’re going to consider two more reasons for having a trust set up…
Asset protection
Paul owns a large retail business in the Northern suburbs. Besides the retail business he also owns a number of commercial properties.
Paul’s ...

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Not a week goes by without a financial planning enquiry from someone wanting to know whether they should set up a family trust or not.
Now for the vast majority it simply doesn’t make sense since they have nothing to put in the trust, but for others it makes perfect sense.
So…being ...

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There’s usually a common ingredient amongst those who’ve had bad experiences with an insurance company, and this can be boiled down to  – ignorance of the principle of good faith!
“Now hang on a moment Lawrence…what gives you the right to call me ignorant?”

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This is where it all starts to unravel when it comes to financial planning and dying without a will!
I want you to imagine inheriting a house from your late dad’s estate instead of life insurance. Everything’s humpty dumpty isn’t it…who’d complain if they inherited a house, right?
But imagine that this ...

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