No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.
Starting Out
At this stage, you’re early in your career, or perhaps starting again after a big change, such as a divorce or starting a new business. Money decisions are yours to make, so you probably have many questions. Should I save to buy property? How do I set up my super? Do I need insurance? Should I invest my money? Could I workoverseas?
Connected Advice starts with questions like these, because each one leads somewhere else. Working overseas, for example, affects your tax, your super and whether your insurance still covers you. Getting the foundations working together properly now makes every later decision easier.
Below is an example of how Connected Advice might work for someone at this stage. The questions at the centre are the kinds we often hear at this point in life. Each one connects to the areas of advice it involves, and to the specialists around the outside who may need to be part of the conversation.
Your own Connected Advice plan will look different, because it starts with your questions. Let’s map it out together at your Annual Forward Planning Session.
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The earlier you understand and engage with your super, the greater the benefits of time and compound interest
Superannuation is one of the most powerful tools Australians have to build long-term financial security. Yet, for many young people, it remains out of sight and out of mind. They may see it as somethi …
