Welcome to our June newsletter and, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances.
We’ve put together some practical ways to help you get your financial affairs in order, from assessing your current situation and dealing with necessary admin to checking that your super and insurances are still appropriate.
It’s also a good time to make sure your Will is up to date and to consider whether a testamentary trust is right for you. It can be a powerful estate planning tool that helps to protect the interests of your nearest and dearest.
And finally, whether retirement is just round the corner or way off on the horizon, having something in your life “to retire to” makes for a happy retirement – and a joy-filled life today. As always, if you have any questions, don’t hesitate to contact our office.
As always, if you would like to discuss your investment strategy, don’t hesitate to contact our office.