Transferring your wealth to the next generation
Key takeaways Start the conversation early so younger generations understand what they’re likely to inherit There are strategies that can help to ensure your wealth
Key takeaways Start the conversation early so younger generations understand what they’re likely to inherit There are strategies that can help to ensure your wealth
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What
The start of a new year is always a good time to check whether your insurance policies are still serving your needs. But this year
Most of us understand the importance of saving for a rainy day, but sometimes it takes a crisis like the current pandemic to make us
Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for
After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may
With tax cuts and stimulus payments on the way, Treasurer Josh Frydenberg is urging us to open our wallets and spend to kick start the
When it comes to decision making, we don’t always get it right. It is human nature to fall for several behavioural traps when making everyday
At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet
Negatively gearing an investment property is viewed by many Australians as a tax effective way to get ahead. According to Treasury, more than 1.9 million
Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Suite 1A, Level 1,
322 Kingsgrove Road,
Kingsgrove NSW 2208
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd
ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Suite 3, Level 8, 309 Kent St Sydney NSW 2000.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Kingsgrove Office
Suite 1A, Level 1,Concord Office
Suite 28, Level 2,Mon - Fri: 9am - 5pm
Sat - Sun: Closed